+44.7%
EWZ vs BLDR
-55.3%
+100.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.1% |
| 7D | +6.5% | -2.8% | +9.3% | +6.9% |
| 30D | +4.8% | -13.3% | +18.1% | +6.8% |
| 3M | +9.9% | -12.3% | +22.1% | +11.2% |
| 6M | +1.9% | -31.5% | +33.4% | +6.7% |
| YTD | +20.3% | -36.1% | +56.4% | +26.6% |
| 1Y | +35.6% | -54.1% | +89.7% | +49.3% |
| All | +44.7% | -55.3% | +100.0% | +45.7% |
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