-51.1%
DOCS vs BLDR
-3.6%
-47.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.8% | +1.5% | -2.3% |
| 7D | -1.3% | +3.9% | -5.2% | -2.8% |
| 30D | +19.4% | +16.5% | +2.9% | +12.2% |
| 3M | +53.4% | -13.7% | +67.1% | +60.6% |
| 6M | +28.8% | -12.2% | +40.9% | +31.2% |
| YTD | -25.1% | -36.3% | +11.3% | -16.1% |
| 1Y | -48.1% | -41.3% | -6.9% | -40.0% |
| 3Y | +51.4% | -48.3% | +99.7% | +59.9% |
| 5Y | -51.1% | -2.6% | -48.5% | -68.9% |
| All | -51.1% | -3.6% | -47.5% | -68.9% |
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