+417.3%
DIS vs BLDR
+414.6%
+2.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.2% |
| 7D | -2.6% | -2.8% | +0.3% | -2.1% |
| 30D | +3.5% | -13.3% | +16.8% | +5.9% |
| 3M | +6.8% | -12.3% | +19.1% | +8.5% |
| 6M | +3.0% | -31.5% | +34.4% | +8.7% |
| YTD | -6.7% | -36.1% | +29.3% | -0.6% |
| 1Y | -10.1% | -54.1% | +44.0% | +0.9% |
| 3Y | +33.0% | -55.8% | +88.8% | +46.6% |
| 5Y | -40.0% | +20.7% | -60.7% | -44.9% |
| 10Y | +21.1% | +390.2% | -369.2% | -15.4% |
| All | +417.3% | +414.6% | +2.7% | +133.7% |
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