+353.6%
DRI vs BLDR
+357.1%
-3.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.0% |
| 7D | -4.8% | -2.7% | -2.1% | -4.0% |
| 30D | -3.9% | -14.7% | +10.8% | +1.0% |
| 3M | +5.1% | -20.8% | +25.9% | +11.9% |
| 6M | +5.5% | -35.3% | +40.8% | +19.2% |
| YTD | +16.5% | -40.3% | +56.8% | +34.2% |
| 1Y | +2.0% | -56.3% | +58.3% | +30.3% |
| 3Y | +54.5% | -56.1% | +110.6% | +80.5% |
| 5Y | +66.6% | +12.9% | +53.7% | +22.1% |
| 10Y | +353.6% | +386.5% | -32.8% | +62.1% |
| All | +353.6% | +357.1% | -3.5% | +62.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling