+514.6%
DUK vs BLDR
+389.5%
+125.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.2% |
| 7D | +0.7% | -0.3% | +1.0% | +0.7% |
| 30D | -2.0% | -16.2% | +14.2% | -0.9% |
| 3M | +0.2% | -14.4% | +14.6% | +1.0% |
| 6M | -6.9% | -32.8% | +25.9% | -4.8% |
| YTD | +6.1% | -39.2% | +45.3% | +9.0% |
| 1Y | +4.4% | -57.7% | +62.1% | +9.7% |
| 3Y | +49.1% | -55.3% | +104.4% | +53.8% |
| 5Y | +39.6% | +15.6% | +23.9% | +32.6% |
| 10Y | +125.1% | +359.8% | -234.7% | +88.0% |
| All | +514.6% | +389.5% | +125.1% | +324.7% |
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