+740.2%
EMR vs BLDR
+414.6%
+325.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.3% |
| 7D | -1.5% | -2.8% | +1.3% | -1.0% |
| 30D | -5.6% | -13.3% | +7.7% | -3.2% |
| 3M | +7.9% | -12.3% | +20.2% | +10.1% |
| 6M | +6.0% | -31.5% | +37.5% | +12.9% |
| YTD | +16.4% | -36.1% | +52.5% | +25.4% |
| 1Y | +16.6% | -54.1% | +70.7% | +32.8% |
| 3Y | +62.9% | -55.8% | +118.6% | +82.3% |
| 5Y | +60.1% | +20.7% | +39.4% | +47.0% |
| 10Y | +268.7% | +390.2% | -121.5% | +156.3% |
| All | +740.2% | +414.6% | +325.6% | +293.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling