+76.3%
DE vs BLDR
-56.4%
+132.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.1% |
| 7D | -3.0% | -2.7% | -0.3% | -2.5% |
| 30D | +11.1% | -14.7% | +25.9% | +14.4% |
| 3M | +17.6% | -20.8% | +38.4% | +22.5% |
| 6M | +13.6% | -35.3% | +48.9% | +22.6% |
| YTD | +46.3% | -40.3% | +86.6% | +59.9% |
| 1Y | +44.2% | -56.3% | +100.5% | +67.6% |
| All | +76.3% | -56.4% | +132.6% | +93.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling