+12.8%
BLDR vs DTE
+30.3%
-17.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +3.0% |
| 7D | -8.2% | -2.6% | -5.7% | -7.2% |
| 30D | -16.6% | -4.4% | -12.2% | -15.0% |
| 3M | -23.2% | -8.3% | -14.8% | -20.0% |
| 6M | -33.7% | -8.1% | -25.7% | -31.2% |
| YTD | -41.3% | +4.4% | -45.7% | -42.6% |
| 1Y | -58.8% | +0.2% | -59.0% | -59.0% |
| 3Y | -57.5% | +42.6% | -100.1% | -64.6% |
| All | +12.8% | +30.3% | -17.5% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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