+818.5%
EMR vs BLDR
+387.6%
+430.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.1% |
| 7D | -2.0% | -10.3% | +8.3% | 0.0% |
| 30D | +2.8% | +19.6% | -16.7% | -0.9% |
| 3M | +2.0% | -17.0% | +19.0% | +4.9% |
| 6M | +20.7% | -16.7% | +37.5% | +23.5% |
| YTD | +27.3% | -39.4% | +66.7% | +37.7% |
| 1Y | +31.0% | -41.7% | +72.7% | +42.5% |
| 3Y | +103.6% | -49.9% | +153.5% | +122.6% |
| 5Y | +88.6% | -7.6% | +96.2% | +80.7% |
| 10Y | +280.6% | +502.3% | -221.7% | +156.6% |
| All | +818.5% | +387.6% | +430.9% | +332.6% |
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