+732.4%
EXPE vs BLDR
+346.0%
+386.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.3% | +2.6% |
| 7D | -17.8% | -10.3% | -7.5% | -15.8% |
| 30D | -3.2% | +19.6% | -22.8% | -6.6% |
| 3M | -19.0% | -17.0% | -2.0% | -15.8% |
| 6M | +17.7% | -16.7% | +34.5% | +21.5% |
| YTD | -7.8% | -39.4% | +31.6% | +0.8% |
| 1Y | -1.4% | -41.7% | +40.3% | +8.6% |
| 3Y | +121.9% | -49.9% | +171.8% | +145.1% |
| 5Y | +44.3% | -7.6% | +51.9% | +39.6% |
| 10Y | +125.4% | +502.3% | -376.9% | +50.2% |
| All | +732.4% | +346.0% | +386.5% | +285.8% |
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 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