-45.4%
TE vs BLDR
+13.4%
-58.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.0% |
| 7D | +15.0% | -2.7% | +17.7% | +16.2% |
| 30D | -7.5% | -14.7% | +7.2% | -0.3% |
| 3M | -42.0% | -20.8% | -21.1% | -35.9% |
| 6M | -31.4% | -35.3% | +3.9% | -17.1% |
| YTD | -26.5% | -40.3% | +13.8% | -9.3% |
| 1Y | +153.1% | -56.3% | +209.4% | +265.3% |
| 3Y | -20.7% | -56.1% | +35.4% | +11.0% |
| 5Y | -45.4% | +12.9% | -58.4% | -58.2% |
| All | -45.4% | +13.4% | -58.8% | -58.2% |
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