+109.2%
FE vs BLDR
+359.8%
-250.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.2% |
| 7D | +0.6% | -0.3% | +1.0% | +0.6% |
| 30D | -2.1% | -16.2% | +14.1% | -0.5% |
| 3M | +2.6% | -14.4% | +17.0% | +3.8% |
| 6M | -6.8% | -32.8% | +26.0% | -3.6% |
| YTD | +6.9% | -39.2% | +46.1% | +11.3% |
| 1Y | +11.6% | -57.7% | +69.2% | +20.4% |
| 3Y | +47.7% | -55.3% | +103.0% | +54.4% |
| 5Y | +46.2% | +15.6% | +30.6% | +32.0% |
| 10Y | +109.2% | +359.8% | -250.6% | +73.6% |
| All | +109.2% | +359.8% | -250.6% | +73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling