-22.5%
DIS vs BLDR
-11.9%
-10.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | +1.9% | -3.0% | +4.9% | +2.6% |
| 30D | +9.2% | +20.1% | -11.0% | +3.6% |
| 3M | +13.5% | -17.5% | +31.0% | +18.2% |
| 6M | +14.3% | -16.1% | +30.4% | +17.1% |
| YTD | +5.4% | -41.0% | +46.4% | +17.7% |
| 1Y | +12.2% | -41.6% | +53.7% | +25.3% |
| 3Y | +37.2% | -50.8% | +88.0% | +51.9% |
| All | -22.5% | -11.9% | -10.6% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling