+1,358.6%
DLTR vs BLDR
+380.2%
+978.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.4% |
| 7D | -10.2% | -2.7% | -7.6% | -10.0% |
| 30D | -8.5% | -14.7% | +6.2% | -7.0% |
| 3M | +5.6% | -20.8% | +26.4% | +7.9% |
| 6M | +2.2% | -35.3% | +37.5% | +6.5% |
| YTD | -3.8% | -40.3% | +36.6% | +1.0% |
| 1Y | +22.9% | -56.3% | +79.2% | +32.9% |
| 3Y | +2.0% | -56.1% | +58.2% | +8.6% |
| 5Y | +29.8% | +12.9% | +16.9% | +25.1% |
| 10Y | +45.0% | +386.5% | -341.4% | +19.3% |
| All | +1,358.6% | +380.2% | +978.4% | +984.8% |
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