-10.8%
DOW vs BLDR
+396.5%
-407.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -3.8% |
| 7D | -2.4% | -2.8% | +0.5% | -1.6% |
| 30D | +0.4% | -13.3% | +13.7% | +4.4% |
| 3M | -14.4% | -12.3% | -2.1% | -13.0% |
| 6M | -7.0% | -31.5% | +24.5% | +0.7% |
| YTD | +30.2% | -36.1% | +66.3% | +44.2% |
| 1Y | +29.2% | -54.1% | +83.3% | +60.3% |
| 3Y | -36.7% | -55.8% | +19.1% | -24.9% |
| 5Y | -37.7% | +20.7% | -58.4% | -52.9% |
| All | -10.8% | +396.5% | -407.3% | -62.4% |
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