+61.0%
EW vs BLDR
-48.9%
+109.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.3% |
| 7D | +9.3% | -1.1% | +10.3% | +9.3% |
| 30D | +22.1% | +19.1% | +3.0% | +20.1% |
| 3M | +13.0% | -12.6% | +25.6% | +13.8% |
| 6M | +30.1% | -18.7% | +48.8% | +31.3% |
| YTD | +22.0% | -38.8% | +60.8% | +25.3% |
| 1Y | +23.7% | -41.2% | +64.9% | +27.2% |
| All | +61.0% | -48.9% | +109.9% | +62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling