+2,939.7%
DE vs BLDR
+374.7%
+2,565.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | +0.3% | -3.0% | +3.3% | +0.8% |
| 30D | +3.6% | +20.1% | -16.5% | -0.3% |
| 3M | +10.2% | -17.5% | +27.8% | +13.5% |
| 6M | +16.6% | -16.1% | +32.7% | +18.9% |
| YTD | +45.8% | -41.0% | +86.8% | +57.7% |
| 1Y | +43.9% | -41.6% | +85.5% | +55.6% |
| 3Y | +89.6% | -50.8% | +140.4% | +105.7% |
| 5Y | +100.3% | -10.8% | +111.1% | +89.3% |
| 10Y | +760.8% | +486.3% | +274.5% | +454.5% |
| All | +2,939.7% | +374.7% | +2,565.0% | +1,227.8% |
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