+51.3%
GEV vs BLDR
-57.4%
+108.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | +3.2% |
| 7D | +1.6% | -8.2% | +9.9% | +3.2% |
| 30D | -7.9% | -16.6% | +8.7% | -4.9% |
| 3M | +5.6% | -23.2% | +28.8% | +10.6% |
| 6M | +13.1% | -33.7% | +46.8% | +20.6% |
| YTD | +46.7% | -41.3% | +88.1% | +56.3% |
| 1Y | +51.3% | -58.8% | +110.1% | +69.3% |
| All | +51.3% | -57.4% | +108.7% | +69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling