+103.3%
DOCU vs BLDR
+230.7%
-127.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.5% |
| 7D | +4.1% | -3.0% | +7.0% | +4.8% |
| 30D | +7.4% | +20.1% | -12.8% | +0.7% |
| 3M | +26.0% | -17.5% | +43.5% | +31.7% |
| 6M | +79.2% | -16.1% | +95.3% | +83.7% |
| YTD | +18.1% | -41.0% | +59.1% | +32.2% |
| 1Y | +20.5% | -41.6% | +62.1% | +35.1% |
| 3Y | +96.4% | -50.8% | +147.2% | +118.4% |
| 5Y | -69.5% | -10.8% | -58.7% | -72.7% |
| All | +103.3% | +230.7% | -127.4% | +27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling