+851.5%
DE vs BLDR
+383.3%
+468.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.0% |
| 7D | -2.6% | -8.2% | +5.7% | -0.3% |
| 30D | +9.0% | -16.6% | +25.7% | +14.1% |
| 3M | +19.1% | -23.2% | +42.3% | +26.7% |
| 6M | +14.4% | -33.7% | +48.1% | +25.7% |
| YTD | +45.9% | -41.3% | +87.3% | +64.8% |
| 1Y | +43.6% | -58.8% | +102.4% | +78.0% |
| 3Y | +75.9% | -57.5% | +133.3% | +104.7% |
| 5Y | +98.8% | +12.9% | +85.9% | +62.4% |
| All | +851.5% | +383.3% | +468.1% | +366.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling