+39.7%
DLR vs BLDR
-7.0%
+46.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.3% |
| 7D | -2.0% | -10.3% | +8.3% | -0.1% |
| 30D | +0.5% | +19.6% | -19.0% | -3.2% |
| 3M | -4.4% | -17.0% | +12.6% | -1.7% |
| 6M | -6.4% | -16.7% | +10.3% | -4.6% |
| YTD | +19.5% | -39.4% | +58.9% | +28.6% |
| 1Y | +10.5% | -41.7% | +52.2% | +19.6% |
| 3Y | +54.0% | -49.9% | +103.9% | +63.7% |
| 5Y | +39.7% | -7.6% | +47.3% | +21.3% |
| All | +39.7% | -7.0% | +46.7% | +21.3% |
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 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