+60.1%
DOCN vs BLDR
+20.2%
+39.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +1.6% |
| 7D | +1.1% | -2.8% | +4.0% | +2.5% |
| 30D | -9.6% | -13.3% | +3.6% | -4.4% |
| 3M | -37.7% | -12.3% | -25.4% | -36.2% |
| 6M | +115.2% | -31.5% | +146.7% | +146.5% |
| YTD | +133.7% | -36.1% | +169.8% | +172.2% |
| 1Y | +250.2% | -54.1% | +304.2% | +389.2% |
| 3Y | +320.3% | -55.8% | +376.1% | +434.8% |
| All | +60.1% | +20.2% | +39.9% | -19.7% |
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 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