+21.2%
DIS vs BLDR
+359.8%
-338.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.6% | +1.0% |
| 7D | -1.1% | -0.3% | -0.8% | -1.1% |
| 30D | +0.1% | -16.2% | +16.4% | +4.7% |
| 3M | +7.1% | -14.4% | +21.5% | +10.2% |
| 6M | +4.3% | -32.8% | +37.1% | +13.8% |
| YTD | -6.9% | -39.2% | +32.2% | +3.9% |
| 1Y | -10.3% | -57.7% | +47.4% | +9.6% |
| 3Y | +32.8% | -55.3% | +88.1% | +52.7% |
| 5Y | -41.5% | +15.6% | -57.1% | -50.4% |
| 10Y | +21.2% | +359.8% | -338.6% | -32.5% |
| All | +21.2% | +359.8% | -338.6% | -32.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling