+49.0%
FE vs BLDR
+20.2%
+28.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.8% |
| 7D | +1.9% | -2.8% | +4.8% | +2.1% |
| 30D | -1.2% | -13.3% | +12.1% | -0.2% |
| 3M | +3.5% | -12.3% | +15.7% | +4.2% |
| 6M | -6.1% | -31.5% | +25.4% | -3.9% |
| YTD | +7.6% | -36.1% | +43.7% | +10.2% |
| 1Y | +11.9% | -54.1% | +66.0% | +17.5% |
| 3Y | +48.4% | -55.8% | +104.2% | +52.5% |
| All | +49.0% | +20.2% | +28.8% | +28.5% |
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