+703.2%
DIA vs BLDR
+374.7%
+328.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | +2.1% | -3.0% | +5.1% | +2.5% |
| 30D | +1.5% | +20.1% | -18.6% | -1.3% |
| 3M | -2.4% | -17.5% | +15.1% | -0.3% |
| 6M | +6.0% | -16.1% | +22.1% | +7.4% |
| YTD | +10.1% | -41.0% | +51.1% | +16.4% |
| 1Y | +11.8% | -41.6% | +53.4% | +18.2% |
| 3Y | +59.7% | -50.8% | +110.5% | +69.0% |
| 5Y | +57.9% | -10.8% | +68.7% | +51.1% |
| 10Y | +236.2% | +486.3% | -250.1% | +142.9% |
| All | +703.2% | +374.7% | +328.6% | +338.7% |
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