-28.4%
DT vs BLDR
+13.4%
-41.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.1% |
| 7D | -0.5% | -2.7% | +2.2% | +0.1% |
| 30D | +0.1% | -14.7% | +14.8% | +3.6% |
| 3M | +24.1% | -20.8% | +44.9% | +29.7% |
| 6M | +30.1% | -35.3% | +65.5% | +41.7% |
| YTD | +16.8% | -40.3% | +57.1% | +28.3% |
| 1Y | -0.1% | -56.3% | +56.2% | +19.6% |
| 3Y | +6.8% | -56.1% | +63.0% | +16.5% |
| 5Y | -28.4% | +12.9% | -41.3% | -55.0% |
| All | -28.4% | +13.4% | -41.7% | -55.0% |
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