+195.6%
EQT vs BLDR
+8.3%
+187.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.1% |
| 7D | -1.2% | -8.1% | +6.9% | -0.2% |
| 30D | +1.1% | -21.5% | +22.6% | +3.9% |
| 3M | +4.8% | -21.0% | +25.8% | +7.1% |
| 6M | -10.6% | -37.1% | +26.5% | -6.1% |
| YTD | +3.4% | -42.7% | +46.1% | +9.4% |
| 1Y | +8.7% | -58.0% | +66.6% | +20.6% |
| 3Y | +35.0% | -57.8% | +92.8% | +43.0% |
| All | +195.6% | +8.3% | +187.2% | +108.3% |
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