+54.2%
EWZ vs BLDR
-11.9%
+66.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | +0.8% | -3.0% | +3.7% | +1.2% |
| 30D | -24.4% | +20.1% | -44.5% | -26.5% |
| 3M | -4.6% | -17.5% | +12.9% | -2.4% |
| 6M | -11.6% | -16.1% | +4.5% | -10.4% |
| YTD | +2.4% | -41.0% | +43.4% | +8.7% |
| 1Y | +2.1% | -41.6% | +43.7% | +8.4% |
| 3Y | +18.7% | -50.8% | +69.5% | +24.9% |
| All | +54.2% | -11.9% | +66.1% | +41.7% |
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 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