+416.8%
BLDR vs DOC
+169.9%
+246.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.1% | +6.1% | +7.0% |
| 7D | +24.4% | +8.7% | +15.6% | +17.4% |
| 30D | +24.9% | +7.6% | +17.3% | +19.0% |
| 3M | -7.8% | -5.3% | -2.5% | -3.9% |
| 6M | -5.8% | +27.6% | -33.4% | -21.7% |
| YTD | -32.5% | +32.4% | -64.9% | -46.0% |
| 1Y | -36.7% | +22.9% | -59.6% | -46.6% |
| 3Y | -45.2% | +43.1% | -88.3% | -59.1% |
| 5Y | +6.3% | -21.4% | +27.7% | +20.4% |
| 10Y | +660.4% | +16.8% | +643.6% | +486.1% |
| All | +416.8% | +169.9% | +246.9% | +95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling