+33.8%
DIS vs BLDR
-55.3%
+89.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.3% |
| 7D | -2.6% | -2.8% | +0.3% | -2.0% |
| 30D | +3.5% | -13.3% | +16.8% | +6.5% |
| 3M | +6.8% | -12.3% | +19.1% | +8.8% |
| 6M | +3.0% | -31.5% | +34.4% | +10.3% |
| YTD | -6.7% | -36.1% | +29.3% | +1.3% |
| 1Y | -10.1% | -54.1% | +44.0% | +4.4% |
| All | +33.8% | -55.3% | +89.1% | +54.4% |
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 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