+473.5%
DIS vs BLDR
+389.2%
+84.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +0.4% |
| 7D | +5.2% | -3.7% | +8.9% | +5.8% |
| 30D | +11.5% | +16.8% | -5.3% | +8.2% |
| 3M | +11.5% | -13.7% | +25.3% | +13.7% |
| 6M | +8.9% | -21.9% | +30.7% | +12.2% |
| YTD | +3.4% | -39.2% | +42.6% | +10.7% |
| 1Y | +7.2% | -42.6% | +49.8% | +15.7% |
| 3Y | +43.3% | -50.2% | +93.5% | +54.7% |
| 5Y | -31.4% | -7.0% | -24.4% | -34.6% |
| 10Y | +37.1% | +584.2% | -547.2% | -8.7% |
| All | +473.5% | +389.2% | +84.3% | +160.2% |
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