-8.2%
DHR vs BLDR
-57.1%
+48.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.8% |
| 7D | -3.6% | -8.2% | +4.6% | -1.7% |
| 30D | -2.7% | -16.6% | +13.9% | +1.4% |
| 3M | +10.9% | -23.2% | +34.1% | +17.2% |
| 6M | +3.0% | -33.7% | +36.8% | +12.0% |
| YTD | -12.2% | -41.3% | +29.1% | -2.4% |
| 1Y | +3.3% | -58.8% | +62.1% | +24.4% |
| 3Y | -8.2% | -57.5% | +49.2% | +1.9% |
| All | -8.2% | -57.1% | +48.9% | +1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling