+47.1%
EQT vs BLDR
+383.3%
-336.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.1% |
| 7D | -2.0% | -8.2% | +6.2% | -0.5% |
| 30D | 0.0% | -16.6% | +16.6% | +3.3% |
| 3M | +5.9% | -23.2% | +29.1% | +10.2% |
| 6M | -14.8% | -33.7% | +19.0% | -9.4% |
| YTD | +1.8% | -41.3% | +43.1% | +9.9% |
| 1Y | +7.4% | -58.8% | +66.2% | +24.5% |
| 3Y | +33.6% | -57.5% | +91.1% | +46.2% |
| 5Y | +199.3% | +12.9% | +186.4% | +145.2% |
| All | +47.1% | +383.3% | -336.2% | -25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling