+43.2%
DD vs BLDR
-56.4%
+99.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.1% |
| 7D | -3.8% | -2.7% | -1.1% | -3.2% |
| 30D | -9.2% | -14.7% | +5.5% | -5.8% |
| 3M | -9.0% | -20.8% | +11.8% | -4.7% |
| 6M | -5.0% | -35.3% | +30.4% | +4.3% |
| YTD | +7.4% | -40.3% | +47.7% | +20.0% |
| 1Y | +35.1% | -56.3% | +91.4% | +62.9% |
| All | +43.2% | -56.4% | +99.5% | +76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling