+203.7%
DD vs BLDR
+414.6%
-211.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.2% | -0.2% |
| 7D | -3.5% | -2.8% | -0.7% | -3.0% |
| 30D | -10.3% | -13.3% | +3.0% | -7.8% |
| 3M | -7.5% | -12.3% | +4.7% | -5.8% |
| 6M | -8.0% | -31.5% | +23.5% | -1.9% |
| YTD | +10.5% | -36.1% | +46.5% | +19.1% |
| 1Y | +38.3% | -54.1% | +92.4% | +58.7% |
| 3Y | +42.5% | -55.8% | +98.3% | +60.1% |
| 5Y | +60.2% | +20.7% | +39.4% | +44.6% |
| 10Y | +68.9% | +390.2% | -321.4% | +10.1% |
| All | +203.7% | +414.6% | -211.0% | +32.1% |
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