+32.0%
DRI vs BLDR
-38.1%
+70.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.3% | -4.1% | +3.4% |
| 7D | +6.5% | +24.4% | -17.9% | +2.2% |
| 30D | +16.4% | +24.9% | -8.5% | +11.5% |
| 3M | +13.6% | -7.8% | +21.4% | +14.4% |
| 6M | +22.0% | -5.8% | +27.8% | +21.3% |
| YTD | +29.3% | -32.5% | +61.8% | +36.5% |
| 1Y | +32.0% | -36.7% | +68.7% | +41.7% |
| All | +32.0% | -38.1% | +70.1% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling