+68.6%
DD vs BLDR
-7.0%
+75.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | +3.2% | -10.3% | +13.5% | +6.2% |
| 30D | +20.3% | +19.6% | +0.7% | +13.4% |
| 3M | +8.2% | -17.0% | +25.2% | +12.6% |
| 6M | +3.4% | -16.7% | +20.2% | +6.2% |
| YTD | +30.6% | -39.4% | +70.0% | +45.9% |
| 1Y | +30.6% | -41.7% | +72.3% | +47.2% |
| 3Y | +91.1% | -49.9% | +141.0% | +111.7% |
| 5Y | +68.6% | -7.6% | +76.2% | +37.2% |
| All | +68.6% | -7.0% | +75.6% | +37.2% |
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