-18.9%
EXE vs BLDR
-38.1%
+19.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +9.3% | -12.2% | -2.0% |
| 7D | -4.7% | +24.4% | -29.0% | -2.6% |
| 30D | +1.0% | +24.9% | -23.9% | +3.3% |
| 3M | -5.6% | -7.8% | +2.2% | -6.3% |
| 6M | -12.3% | -5.8% | -6.5% | -12.2% |
| YTD | -19.5% | -32.5% | +13.0% | -22.0% |
| 1Y | -18.9% | -36.7% | +17.8% | -20.6% |
| All | -18.9% | -38.1% | +19.2% | -20.6% |
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