+30.7%
DOV vs BLDR
-8.3%
+39.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -0.1% | -10.3% | +10.2% | +2.8% |
| 30D | +11.3% | +19.6% | -8.3% | +5.3% |
| 3M | +2.2% | -17.0% | +19.2% | +6.5% |
| 6M | -2.9% | -16.7% | +13.8% | +0.1% |
| YTD | +9.6% | -39.4% | +49.0% | +22.5% |
| 1Y | +16.7% | -41.7% | +58.3% | +31.5% |
| 3Y | +66.9% | -49.9% | +116.7% | +86.3% |
| All | +30.7% | -8.3% | +39.0% | +10.7% |
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