+387.1%
BLDR vs DOC
+169.2%
+217.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.6% |
| 7D | +3.9% | +6.2% | -2.4% | -0.4% |
| 30D | +16.5% | +6.5% | +10.0% | +11.8% |
| 3M | -13.7% | -6.2% | -7.4% | -9.4% |
| 6M | -12.2% | +25.6% | -37.7% | -26.2% |
| YTD | -36.3% | +32.1% | -68.4% | -49.0% |
| 1Y | -41.3% | +20.3% | -61.6% | -49.7% |
| 3Y | -48.3% | +42.7% | -91.1% | -61.3% |
| 5Y | -2.6% | -22.2% | +19.6% | +11.1% |
| 10Y | +616.6% | +16.5% | +600.1% | +453.4% |
| All | +387.1% | +169.2% | +217.8% | +84.9% |
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 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