+276.2%
EQT vs BLDR
+361.3%
-85.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.2% |
| 7D | -1.2% | -8.1% | +6.9% | +0.1% |
| 30D | +1.1% | -21.5% | +22.6% | +4.8% |
| 3M | +4.8% | -21.0% | +25.8% | +7.8% |
| 6M | -10.6% | -37.1% | +26.5% | -5.2% |
| YTD | +3.4% | -42.7% | +46.1% | +10.7% |
| 1Y | +8.7% | -58.0% | +66.6% | +21.9% |
| 3Y | +35.0% | -57.8% | +92.8% | +46.2% |
| 5Y | +204.2% | +10.3% | +194.0% | +174.1% |
| 10Y | +52.5% | +367.3% | -314.8% | +1.9% |
| All | +276.2% | +361.3% | -85.1% | +62.6% |
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