+297.3%
ESI vs BLDR
+383.3%
-86.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.4% |
| 7D | -4.6% | -8.2% | +3.6% | -1.6% |
| 30D | -10.5% | -16.6% | +6.1% | -4.5% |
| 3M | -19.8% | -23.2% | +3.4% | -12.8% |
| 6M | +5.8% | -33.7% | +39.5% | +21.0% |
| YTD | +38.3% | -41.3% | +79.6% | +64.4% |
| 1Y | +31.5% | -58.8% | +90.3% | +78.1% |
| 3Y | +80.7% | -57.5% | +138.1% | +127.2% |
| 5Y | +69.4% | +12.9% | +56.5% | +38.0% |
| All | +297.3% | +383.3% | -86.0% | +74.0% |
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