+3.6%
EXE vs BLDR
-52.1%
+55.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -0.9% |
| 7D | -0.3% | -2.8% | +2.6% | -0.5% |
| 30D | +8.5% | -13.3% | +21.7% | +7.3% |
| 3M | +5.5% | -12.3% | +17.7% | +4.7% |
| 6M | -5.9% | -31.5% | +25.6% | -7.3% |
| YTD | -9.7% | -36.1% | +26.3% | -11.9% |
| 1Y | +3.6% | -54.1% | +57.7% | +1.9% |
| All | +3.6% | -52.1% | +55.6% | +1.9% |
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