+35.8%
EQT vs BLDR
-58.1%
+93.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.7% |
| 7D | -1.2% | -8.1% | +6.9% | -0.9% |
| 30D | +1.1% | -21.5% | +22.6% | +1.9% |
| 3M | +4.8% | -21.0% | +25.8% | +5.5% |
| 6M | -10.6% | -37.1% | +26.5% | -8.9% |
| YTD | +3.4% | -42.7% | +46.1% | +5.6% |
| 1Y | +8.7% | -58.0% | +66.6% | +13.8% |
| All | +35.8% | -58.1% | +93.9% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling