+30.9%
DOCU vs BLDR
-55.3%
+86.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.2% | +3.2% |
| 7D | +6.9% | -2.8% | +9.7% | +7.5% |
| 30D | +19.0% | -13.3% | +32.3% | +22.3% |
| 3M | +34.3% | -12.3% | +46.6% | +36.8% |
| 6M | +48.0% | -31.5% | +79.5% | +58.0% |
| YTD | 0.0% | -36.1% | +36.1% | +7.2% |
| 1Y | -10.3% | -54.1% | +43.8% | +4.4% |
| All | +30.9% | -55.3% | +86.2% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling