-47.8%
BLDR vs DOC
+43.2%
-91.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.6% |
| 7D | +3.9% | +6.2% | -2.4% | 0.0% |
| 30D | +16.5% | +6.5% | +10.0% | +12.3% |
| 3M | -13.7% | -6.2% | -7.4% | -10.1% |
| 6M | -12.2% | +25.6% | -37.7% | -24.4% |
| YTD | -36.3% | +32.1% | -68.4% | -47.9% |
| 1Y | -41.3% | +20.3% | -61.6% | -48.4% |
| All | -47.8% | +43.2% | -91.0% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling