+579.4%
ETR vs BLDR
+374.7%
+204.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +1.2% | -3.0% | +4.1% | +1.4% |
| 30D | +7.0% | +20.1% | -13.1% | +5.4% |
| 3M | +4.6% | -17.5% | +22.1% | +5.8% |
| 6M | +0.1% | -16.1% | +16.2% | +0.9% |
| YTD | +23.2% | -41.0% | +64.2% | +26.9% |
| 1Y | +20.6% | -41.6% | +62.2% | +24.3% |
| 3Y | +156.3% | -50.8% | +207.1% | +163.4% |
| 5Y | +159.6% | -10.8% | +170.4% | +151.4% |
| 10Y | +377.1% | +486.3% | -109.2% | +293.3% |
| All | +579.4% | +374.7% | +204.7% | +391.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling