+70.8%
DRI vs BLDR
-47.3%
+118.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.5% | -4.0% | +0.6% |
| 7D | +3.1% | -2.7% | +5.8% | +3.5% |
| 30D | +16.2% | +24.8% | -8.6% | +11.9% |
| 3M | +8.4% | -11.7% | +20.0% | +9.9% |
| 6M | +19.0% | -14.8% | +33.8% | +20.7% |
| YTD | +28.8% | -35.9% | +64.7% | +36.1% |
| 1Y | +33.1% | -39.7% | +72.8% | +41.8% |
| 3Y | +70.8% | -45.6% | +116.3% | +78.6% |
| All | +70.8% | -47.3% | +118.1% | +78.6% |
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