+25.9%
DBX vs BLDR
-12.7%
+38.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.6% | +1.8% |
| 7D | -6.3% | -8.2% | +1.9% | -4.8% |
| 30D | -5.9% | +16.3% | -22.1% | -9.3% |
| 3M | -0.4% | -17.0% | +16.6% | +2.7% |
| 6M | +29.8% | -17.4% | +47.2% | +32.2% |
| YTD | +20.5% | -41.6% | +62.1% | +31.4% |
| 1Y | +8.7% | -43.5% | +52.2% | +19.0% |
| 3Y | +25.9% | -51.6% | +77.6% | +32.7% |
| All | +25.9% | -12.7% | +38.7% | -6.0% |
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