+855.0%
EXPE vs BLDR
+370.7%
+484.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.2% |
| 7D | -9.5% | -2.8% | -6.7% | -9.0% |
| 30D | -6.6% | -13.3% | +6.6% | -4.0% |
| 3M | +31.4% | -12.3% | +43.6% | +34.2% |
| 6M | +35.2% | -31.5% | +66.6% | +44.7% |
| YTD | +5.8% | -36.1% | +41.9% | +14.3% |
| 1Y | +38.7% | -54.1% | +92.8% | +59.6% |
| 3Y | +175.8% | -55.8% | +231.5% | +211.1% |
| 5Y | +111.8% | +20.7% | +91.1% | +94.4% |
| 10Y | +179.7% | +390.2% | -210.5% | +91.1% |
| All | +855.0% | +370.7% | +484.3% | +337.4% |
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