+392.2%
DAL vs BLDR
+365.6%
+26.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.5% | +6.7% | +3.3% |
| 7D | +8.8% | -3.7% | +12.4% | +9.7% |
| 30D | +5.4% | +16.8% | -11.4% | +1.0% |
| 3M | -4.9% | -13.7% | +8.8% | -2.0% |
| 6M | +19.8% | -21.9% | +41.7% | +26.3% |
| YTD | +27.0% | -39.2% | +66.2% | +41.5% |
| 1Y | +52.5% | -42.6% | +95.1% | +72.1% |
| 3Y | +173.8% | -50.2% | +224.1% | +212.4% |
| 5Y | +104.5% | -7.0% | +111.5% | +97.1% |
| 10Y | +129.7% | +584.2% | -454.5% | +36.4% |
| All | +392.2% | +365.6% | +26.6% | +67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling