+678.3%
DELL vs BLDR
-56.4%
+734.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.8% |
| 7D | +8.7% | -2.7% | +11.4% | +9.5% |
| 30D | +16.9% | -14.7% | +31.6% | +21.4% |
| 3M | +40.4% | -20.8% | +61.3% | +47.3% |
| 6M | +267.1% | -35.3% | +302.4% | +305.5% |
| YTD | +329.1% | -40.3% | +369.4% | +383.3% |
| 1Y | +346.9% | -56.3% | +403.2% | +451.7% |
| All | +678.3% | -56.4% | +734.7% | +853.5% |
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 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