+288.7%
DOV vs BLDR
+372.1%
-83.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.9% | +1.8% | -1.0% |
| 7D | -1.9% | -8.1% | +6.2% | +0.5% |
| 30D | -9.9% | -21.5% | +11.6% | -3.5% |
| 3M | -12.1% | -21.0% | +8.9% | -6.9% |
| 6M | -10.4% | -37.1% | +26.6% | +0.9% |
| YTD | -3.3% | -42.7% | +39.4% | +11.3% |
| 1Y | +7.8% | -58.0% | +65.7% | +35.4% |
| 3Y | +36.3% | -57.8% | +94.2% | +62.8% |
| 5Y | +14.8% | +10.3% | +4.5% | -3.3% |
| All | +288.7% | +372.1% | -83.4% | +88.9% |
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 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