+606.9%
GEV vs BLDR
-71.7%
+678.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.9% | +1.1% | -2.1% |
| 7D | -1.9% | -8.1% | +6.2% | -0.3% |
| 30D | -8.7% | -21.5% | +12.8% | -4.3% |
| 3M | +6.6% | -21.0% | +27.6% | +11.1% |
| 6M | +10.2% | -37.1% | +47.3% | +19.7% |
| YTD | +41.6% | -42.7% | +84.3% | +55.2% |
| 1Y | +43.9% | -58.0% | +101.8% | +67.9% |
| All | +606.9% | -71.7% | +678.6% | +751.8% |
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 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