+4.3%
DT vs BLDR
-52.1%
+56.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -1.6% |
| 7D | -3.3% | -2.8% | -0.4% | -3.3% |
| 30D | +2.0% | -13.3% | +15.3% | +2.1% |
| 3M | +20.0% | -12.3% | +32.3% | +20.1% |
| 6M | +39.3% | -31.5% | +70.8% | +40.0% |
| YTD | +19.8% | -36.1% | +55.8% | +19.4% |
| 1Y | +4.3% | -54.1% | +58.4% | +8.4% |
| All | +4.3% | -52.1% | +56.3% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling