+42.1%
DLR vs BLDR
+13.4%
+28.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.1% |
| 7D | +2.9% | -2.7% | +5.6% | +3.4% |
| 30D | -1.2% | -14.7% | +13.6% | +1.6% |
| 3M | +2.9% | -20.8% | +23.8% | +6.7% |
| 6M | +6.7% | -35.3% | +42.0% | +14.4% |
| YTD | +23.9% | -40.3% | +64.2% | +34.2% |
| 1Y | +18.6% | -56.3% | +74.9% | +36.5% |
| 3Y | +59.7% | -56.1% | +115.8% | +75.3% |
| 5Y | +42.1% | +12.9% | +29.1% | +21.6% |
| All | +42.1% | +13.4% | +28.7% | +21.6% |
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