+24.9%
ESI vs BLDR
-38.1%
+63.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +9.3% | -13.9% | -6.6% |
| 7D | -6.6% | +24.4% | -30.9% | -11.7% |
| 30D | -10.9% | +24.9% | -35.9% | -16.2% |
| 3M | -13.8% | -7.8% | -6.0% | -11.1% |
| 6M | -21.5% | -5.8% | -15.8% | -20.6% |
| YTD | +34.7% | -32.5% | +67.1% | +52.4% |
| 1Y | +24.9% | -36.7% | +61.6% | +45.4% |
| All | +24.9% | -38.1% | +63.0% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling