+43.3%
DIS vs BLDR
-50.4%
+93.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +0.6% |
| 7D | +5.2% | -3.7% | +8.9% | +5.9% |
| 30D | +11.5% | +16.8% | -5.3% | +7.3% |
| 3M | +11.5% | -13.7% | +25.3% | +14.4% |
| 6M | +8.9% | -21.9% | +30.7% | +13.2% |
| YTD | +3.4% | -39.2% | +42.6% | +13.2% |
| 1Y | +7.2% | -42.6% | +49.8% | +18.7% |
| 3Y | +43.3% | -50.2% | +93.5% | +79.3% |
| All | +43.3% | -50.4% | +93.7% | +79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling