+72.2%
DOCU vs BLDR
+258.5%
-186.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.2% | +2.9% |
| 7D | +6.9% | -2.8% | +9.7% | +7.8% |
| 30D | +19.0% | -13.3% | +32.3% | +24.0% |
| 3M | +34.3% | -12.3% | +46.6% | +38.1% |
| 6M | +48.0% | -31.5% | +79.5% | +62.3% |
| YTD | 0.0% | -36.1% | +36.1% | +10.6% |
| 1Y | -10.3% | -54.1% | +43.8% | +9.8% |
| 3Y | +32.4% | -55.8% | +88.2% | +54.3% |
| 5Y | -77.9% | +20.7% | -98.7% | -81.4% |
| All | +72.2% | +258.5% | -186.3% | +6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling