+3,022.4%
DE vs BLDR
+414.6%
+2,607.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.6% |
| 7D | +10.0% | -2.8% | +12.9% | +10.5% |
| 30D | +13.3% | -13.3% | +26.6% | +16.1% |
| 3M | +17.5% | -12.3% | +29.8% | +19.6% |
| 6M | +13.6% | -31.5% | +45.0% | +20.5% |
| YTD | +49.8% | -36.1% | +85.8% | +60.4% |
| 1Y | +47.9% | -54.1% | +101.9% | +67.6% |
| 3Y | +72.5% | -55.8% | +128.3% | +91.2% |
| 5Y | +90.2% | +20.7% | +69.5% | +70.8% |
| 10Y | +865.4% | +390.2% | +475.1% | +539.9% |
| All | +3,022.4% | +414.6% | +2,607.8% | +1,250.3% |
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