+18.1%
EW vs BLDR
-38.1%
+56.2%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +9.3% | -4.9% | +3.3% |
| 7D | +8.3% | +24.4% | -16.1% | +5.3% |
| 30D | +13.9% | +24.9% | -11.0% | +10.6% |
| 3M | +10.9% | -7.8% | +18.7% | +11.3% |
| 6M | +19.2% | -5.8% | +25.0% | +18.9% |
| YTD | +16.6% | -32.5% | +49.0% | +20.0% |
| 1Y | +18.1% | -36.7% | +54.8% | +22.1% |
| All | +18.1% | -38.1% | +56.2% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling