+62.9%
EMR vs BLDR
+16.0%
+46.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.4% | +1.0% |
| 7D | +3.1% | -0.3% | +3.4% | +3.1% |
| 30D | -3.5% | -16.2% | +12.7% | +1.3% |
| 3M | +9.8% | -14.4% | +24.2% | +13.8% |
| 6M | +10.8% | -32.8% | +43.6% | +22.5% |
| YTD | +15.9% | -39.2% | +55.1% | +31.5% |
| 1Y | +16.4% | -57.7% | +74.1% | +44.9% |
| 3Y | +62.1% | -55.3% | +117.4% | +89.3% |
| 5Y | +62.9% | +15.6% | +47.3% | +35.3% |
| All | +62.9% | +16.0% | +46.9% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling