+102.9%
DAL vs BLDR
-8.6%
+111.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.5% | +6.7% | +4.0% |
| 7D | +8.8% | -3.7% | +12.4% | +10.3% |
| 30D | +5.4% | +16.8% | -11.4% | -1.7% |
| 3M | -4.9% | -13.7% | +8.8% | -0.3% |
| 6M | +19.8% | -21.9% | +41.7% | +29.8% |
| YTD | +27.0% | -39.2% | +66.2% | +50.3% |
| 1Y | +52.5% | -42.6% | +95.1% | +84.2% |
| 3Y | +173.8% | -50.2% | +224.1% | +224.3% |
| All | +102.9% | -8.6% | +111.5% | +53.7% |
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