+5.7%
EXC vs BLDR
-57.2%
+63.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +0.8% |
| 7D | +1.2% | -0.3% | +1.6% | +1.2% |
| 30D | -2.7% | -16.2% | +13.5% | -2.5% |
| 3M | -1.0% | -14.4% | +13.5% | -0.6% |
| 6M | -9.3% | -32.8% | +23.5% | -9.3% |
| YTD | +3.6% | -39.2% | +42.8% | +2.4% |
| All | +5.7% | -57.2% | +63.0% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling