+43.6%
DE vs BLDR
-57.4%
+101.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.7% |
| 7D | -2.6% | -8.2% | +5.7% | -1.2% |
| 30D | +9.0% | -16.6% | +25.7% | +12.3% |
| 3M | +19.1% | -23.2% | +42.3% | +24.1% |
| 6M | +14.4% | -33.7% | +48.1% | +21.8% |
| YTD | +45.9% | -41.3% | +87.3% | +59.3% |
| 1Y | +43.6% | -58.8% | +102.4% | +60.1% |
| All | +43.6% | -57.4% | +101.0% | +60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling