+3,047.2%
DELL vs BLDR
+381.6%
+2,665.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.9% | -8.1% | -7.4% |
| 7D | +4.9% | -3.0% | +7.8% | +5.7% |
| 30D | -32.1% | +20.1% | -52.2% | -36.5% |
| 3M | -30.2% | -17.5% | -12.7% | -27.6% |
| 6M | +41.7% | -16.1% | +57.8% | +44.1% |
| YTD | +176.6% | -41.0% | +217.6% | +208.7% |
| 1Y | +159.9% | -41.6% | +201.5% | +190.2% |
| 3Y | +388.0% | -50.8% | +438.8% | +451.5% |
| 5Y | +578.2% | -10.8% | +589.0% | +517.0% |
| 10Y | +2,653.4% | +486.3% | +2,167.1% | +1,347.4% |
| All | +3,047.2% | +381.6% | +2,665.6% | +1,653.5% |
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 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