+583.4%
DG vs BLDR
+2,031.5%
-1,448.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +1.2% |
| 7D | +8.4% | -2.8% | +11.2% | +8.7% |
| 30D | +4.9% | -13.3% | +18.2% | +6.4% |
| 3M | +29.3% | -12.3% | +41.6% | +30.7% |
| 6M | -11.3% | -31.5% | +20.2% | -8.2% |
| YTD | +1.8% | -36.1% | +37.8% | +5.7% |
| 1Y | +25.3% | -54.1% | +79.4% | +34.4% |
| 3Y | +9.1% | -55.8% | +64.9% | +15.1% |
| 5Y | -34.9% | +20.7% | -55.6% | -39.0% |
| 10Y | +108.2% | +390.2% | -282.1% | +64.2% |
| All | +583.4% | +2,031.5% | -1,448.1% | +314.5% |
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