+75.8%
ESI vs BLDR
+13.4%
+62.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.5% |
| 7D | +3.9% | -2.7% | +6.6% | +4.9% |
| 30D | -3.8% | -14.7% | +10.9% | +1.5% |
| 3M | -13.1% | -20.8% | +7.7% | -6.7% |
| 6M | +11.3% | -35.3% | +46.7% | +28.3% |
| YTD | +44.1% | -40.3% | +84.4% | +69.8% |
| 1Y | +40.3% | -56.3% | +96.6% | +85.3% |
| 3Y | +84.1% | -56.1% | +140.2% | +124.9% |
| 5Y | +75.8% | +12.9% | +62.9% | +26.7% |
| All | +75.8% | +13.4% | +62.4% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling