+1,055.3%
DELL vs BLDR
+7.7%
+1,047.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.9% | -1.4% | -4.2% |
| 7D | -1.9% | -8.1% | +6.2% | +0.6% |
| 30D | +14.9% | -21.5% | +36.4% | +23.1% |
| 3M | +37.2% | -21.0% | +58.2% | +44.8% |
| 6M | +254.0% | -37.1% | +291.0% | +298.5% |
| YTD | +306.1% | -42.7% | +348.8% | +368.4% |
| 1Y | +312.3% | -58.0% | +370.2% | +423.8% |
| 3Y | +654.0% | -57.8% | +711.9% | +809.6% |
| 5Y | +1,055.3% | +10.3% | +1,045.0% | +867.5% |
| All | +1,055.3% | +7.7% | +1,047.6% | +867.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling