+717.9%
DIA vs BLDR
+414.6%
+303.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.9% |
| 7D | -0.2% | -2.8% | +2.7% | +0.2% |
| 30D | -1.5% | -13.3% | +11.7% | +0.2% |
| 3M | +3.8% | -12.3% | +16.0% | +5.1% |
| 6M | +10.3% | -31.5% | +41.7% | +15.0% |
| YTD | +12.1% | -36.1% | +48.1% | +17.7% |
| 1Y | +18.6% | -54.1% | +72.7% | +29.8% |
| 3Y | +60.6% | -55.8% | +116.4% | +72.6% |
| 5Y | +64.4% | +20.7% | +43.7% | +51.7% |
| 10Y | +250.1% | +390.2% | -140.1% | +158.1% |
| All | +717.9% | +414.6% | +303.3% | +343.6% |
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