+39.8%
EXPE vs BLDR
-2.4%
+42.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -2.1% |
| 7D | -13.3% | -2.7% | -10.6% | -12.1% |
| 30D | -5.5% | +24.8% | -30.3% | -12.7% |
| 3M | -16.5% | -11.7% | -4.8% | -12.9% |
| 6M | +13.1% | -14.8% | +27.9% | +18.0% |
| YTD | -8.0% | -35.9% | +27.9% | +4.7% |
| 1Y | +1.1% | -39.7% | +40.8% | +17.5% |
| 3Y | +131.2% | -45.6% | +176.7% | +149.4% |
| 5Y | +39.8% | -2.5% | +42.3% | -4.8% |
| All | +39.8% | -2.4% | +42.2% | -4.8% |
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