+63.6%
DIA vs BLDR
+13.4%
+50.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.4% |
| 7D | -1.2% | -2.7% | +1.5% | -0.8% |
| 30D | -2.7% | -14.7% | +12.0% | -0.1% |
| 3M | +3.3% | -20.8% | +24.1% | +6.8% |
| 6M | +10.4% | -35.3% | +45.8% | +17.9% |
| YTD | +10.0% | -40.3% | +50.3% | +18.6% |
| 1Y | +16.2% | -56.3% | +72.5% | +32.1% |
| 3Y | +58.7% | -56.1% | +114.9% | +72.9% |
| 5Y | +63.6% | +12.9% | +50.7% | +33.4% |
| All | +63.6% | +13.4% | +50.2% | +33.4% |
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