+178.5%
EXE vs BLDR
+51.0%
+127.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.4% |
| 7D | -0.3% | -2.8% | +2.6% | 0.0% |
| 30D | +8.5% | -13.3% | +21.7% | +9.7% |
| 3M | +5.5% | -12.3% | +17.7% | +6.1% |
| 6M | -5.9% | -31.5% | +25.6% | -3.0% |
| YTD | -9.7% | -36.1% | +26.3% | -6.8% |
| 1Y | +3.6% | -54.1% | +57.7% | +11.3% |
| 3Y | +18.0% | -55.8% | +73.8% | +23.3% |
| 5Y | +109.4% | +20.7% | +88.7% | +62.6% |
| All | +178.5% | +51.0% | +127.5% | +104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling