+146.1%
EWT vs BLDR
+7.7%
+138.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.9% | +1.4% | -1.8% |
| 7D | -1.1% | -8.1% | +7.0% | +0.5% |
| 30D | +4.8% | -21.5% | +26.3% | +9.7% |
| 3M | +11.1% | -21.0% | +32.1% | +15.6% |
| 6M | +54.6% | -37.1% | +91.7% | +67.4% |
| YTD | +71.4% | -42.7% | +114.1% | +87.9% |
| 1Y | +82.1% | -58.0% | +140.1% | +111.1% |
| 3Y | +193.2% | -57.8% | +251.1% | +226.2% |
| 5Y | +146.1% | +10.3% | +135.8% | +111.4% |
| All | +146.1% | +7.7% | +138.4% | +111.4% |
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 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