+104.7%
EXE vs BLDR
+15.6%
+89.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.6% |
| 7D | -1.8% | -0.3% | -1.5% | -1.8% |
| 30D | +6.4% | -16.2% | +22.6% | +7.6% |
| 3M | +9.2% | -14.4% | +23.7% | +9.9% |
| 6M | -7.0% | -32.8% | +25.8% | -4.6% |
| YTD | -9.5% | -39.2% | +29.7% | -6.7% |
| 1Y | +6.2% | -57.7% | +63.9% | +13.7% |
| 3Y | +20.7% | -55.3% | +76.0% | +24.5% |
| All | +104.7% | +15.6% | +89.1% | +59.1% |
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