+318.5%
ESI vs BLDR
+479.0%
-160.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.1% |
| 7D | +5.5% | -3.0% | +8.5% | +6.6% |
| 30D | -7.8% | +20.1% | -27.9% | -15.3% |
| 3M | -15.0% | -17.5% | +2.5% | -10.6% |
| 6M | -24.9% | -16.1% | -8.8% | -22.6% |
| YTD | +33.2% | -41.0% | +74.3% | +55.2% |
| 1Y | +24.9% | -41.6% | +66.5% | +45.9% |
| 3Y | +77.8% | -50.8% | +128.6% | +108.4% |
| 5Y | +37.1% | -10.8% | +47.9% | +20.1% |
| All | +318.5% | +479.0% | -160.5% | +64.3% |
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 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