-31.1%
DOCN vs BLDR
-3.6%
-27.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -5.8% | -10.1% | -13.4% |
| 7D | -29.3% | +3.9% | -33.1% | -30.8% |
| 30D | -46.0% | +16.5% | -62.5% | -50.4% |
| 3M | -43.2% | -13.7% | -29.5% | -41.2% |
| 6M | -53.7% | -12.2% | -41.6% | -54.0% |
| YTD | +46.9% | -36.3% | +83.3% | +67.3% |
| 1Y | +54.3% | -41.3% | +95.6% | +82.7% |
| 3Y | +185.5% | -48.3% | +233.9% | +220.3% |
| 5Y | -31.1% | -2.6% | -28.5% | -57.2% |
| All | -31.1% | -3.6% | -27.5% | -57.2% |
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