-73.2%
DOCS vs BLDR
+20.2%
-93.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.5% | -5.3% | -3.7% |
| 7D | -1.4% | -2.8% | +1.4% | -0.5% |
| 30D | +21.8% | -13.3% | +35.1% | +28.3% |
| 3M | +27.3% | -12.3% | +39.6% | +31.7% |
| 6M | -0.3% | -31.5% | +31.1% | +11.4% |
| YTD | -40.5% | -36.1% | -4.4% | -33.1% |
| 1Y | -61.5% | -54.1% | -7.5% | -50.9% |
| 3Y | +8.2% | -55.8% | +63.9% | +25.3% |
| All | -73.2% | +20.2% | -93.4% | -81.7% |
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