+17.1%
EWZ vs BLDR
-51.2%
+68.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.5% | -1.6% |
| 7D | +0.1% | -8.2% | +8.3% | +1.0% |
| 30D | -25.9% | +16.3% | -42.1% | -27.4% |
| 3M | -6.1% | -17.0% | +10.8% | -4.3% |
| 6M | -16.1% | -17.4% | +1.3% | -14.9% |
| YTD | +1.0% | -41.6% | +42.6% | +6.6% |
| 1Y | 0.0% | -43.5% | +43.5% | +5.9% |
| All | +17.1% | -51.2% | +68.2% | +19.3% |
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