+245.3%
ET vs BLDR
+13.4%
+231.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.0% |
| 7D | +0.6% | -2.7% | +3.3% | +0.9% |
| 30D | +5.3% | -14.7% | +20.0% | +6.9% |
| 3M | +15.6% | -20.8% | +36.5% | +17.9% |
| 6M | +20.6% | -35.3% | +56.0% | +25.7% |
| YTD | +38.5% | -40.3% | +78.9% | +45.2% |
| 1Y | +35.7% | -56.3% | +92.0% | +48.6% |
| 3Y | +98.4% | -56.1% | +154.5% | +108.7% |
| 5Y | +245.3% | +12.9% | +232.4% | +172.5% |
| All | +245.3% | +13.4% | +231.9% | +172.5% |
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