+125.6%
EW vs BLDR
+357.1%
-231.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.3% |
| 7D | -5.1% | -2.7% | -2.4% | -4.6% |
| 30D | -6.4% | -14.7% | +8.4% | -3.6% |
| 3M | -1.6% | -20.8% | +19.3% | +2.1% |
| 6M | +2.3% | -35.3% | +37.6% | +9.7% |
| YTD | +1.1% | -40.3% | +41.4% | +9.5% |
| 1Y | +8.0% | -56.3% | +64.3% | +23.7% |
| 3Y | +16.3% | -56.1% | +72.5% | +26.7% |
| 5Y | -29.4% | +12.9% | -42.3% | -40.1% |
| 10Y | +125.6% | +386.5% | -260.8% | +30.4% |
| All | +125.6% | +357.1% | -231.5% | +30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling