+1,174.9%
DOV vs BLDR
+374.7%
+800.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | +3.0% | -3.0% | +6.0% | +3.6% |
| 30D | +8.6% | +20.1% | -11.5% | +4.3% |
| 3M | +1.9% | -17.5% | +19.4% | +5.0% |
| 6M | -1.7% | -16.1% | +14.4% | +0.3% |
| YTD | +8.3% | -41.0% | +49.4% | +17.6% |
| 1Y | +16.6% | -41.6% | +58.1% | +26.6% |
| 3Y | +65.1% | -50.8% | +115.9% | +81.0% |
| 5Y | +29.2% | -10.8% | +39.9% | +23.5% |
| 10Y | +329.7% | +486.3% | -156.6% | +178.4% |
| All | +1,174.9% | +374.7% | +800.3% | +476.7% |
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 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