+77.8%
ESI vs BLDR
-50.7%
+128.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.0% |
| 7D | +5.5% | -3.0% | +8.5% | +6.4% |
| 30D | -7.8% | +20.1% | -27.9% | -14.1% |
| 3M | -15.0% | -17.5% | +2.5% | -10.8% |
| 6M | -24.9% | -16.1% | -8.8% | -22.5% |
| YTD | +33.2% | -41.0% | +74.3% | +53.7% |
| 1Y | +24.9% | -41.6% | +66.5% | +44.4% |
| 3Y | +77.8% | -50.8% | +128.6% | +97.6% |
| All | +77.8% | -50.7% | +128.5% | +97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling