+1,082.6%
DOV vs BLDR
+389.5%
+693.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.8% | +1.9% |
| 7D | +2.5% | -0.3% | +2.9% | +2.6% |
| 30D | -7.5% | -16.2% | +8.7% | -4.5% |
| 3M | -9.7% | -14.4% | +4.7% | -7.6% |
| 6M | -6.1% | -32.8% | +26.7% | +0.3% |
| YTD | +0.5% | -39.2% | +39.7% | +9.1% |
| 1Y | +10.5% | -57.7% | +68.2% | +28.2% |
| 3Y | +41.7% | -55.3% | +97.0% | +58.5% |
| 5Y | +18.4% | +15.6% | +2.8% | +8.5% |
| 10Y | +289.8% | +359.8% | -70.0% | +163.3% |
| All | +1,082.6% | +389.5% | +693.0% | +434.8% |
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 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