+254.9%
DD vs BLDR
+374.7%
-119.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | +5.0% | -3.0% | +7.9% | +5.6% |
| 30D | +19.7% | +20.1% | -0.4% | +14.6% |
| 3M | +7.2% | -17.5% | +24.7% | +10.5% |
| 6M | +1.0% | -16.1% | +17.1% | +3.0% |
| YTD | +29.1% | -41.0% | +70.1% | +40.4% |
| 1Y | +28.5% | -41.6% | +70.1% | +39.8% |
| 3Y | +89.4% | -50.8% | +140.3% | +108.0% |
| 5Y | +67.1% | -10.8% | +77.9% | +59.1% |
| 10Y | +97.5% | +486.3% | -388.7% | +24.7% |
| All | +254.9% | +374.7% | -119.8% | +55.8% |
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