+37.5%
DRI vs BLDR
-41.9%
+79.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | +0.4% |
| 7D | +4.2% | -1.1% | +5.3% | +4.3% |
| 30D | +15.7% | +19.1% | -3.4% | +11.9% |
| 3M | +5.8% | -12.6% | +18.3% | +7.6% |
| 6M | +18.4% | -18.7% | +37.1% | +21.1% |
| YTD | +28.2% | -38.8% | +67.0% | +37.8% |
| All | +37.5% | -41.9% | +79.4% | +48.9% |
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 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