+57.1%
DRI vs BLDR
-54.9%
+111.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -1.0% |
| 7D | -1.2% | -0.3% | -0.9% | -1.2% |
| 30D | -0.4% | -16.2% | +15.8% | +2.3% |
| 3M | +9.5% | -14.4% | +23.9% | +11.5% |
| 6M | +6.5% | -32.8% | +39.3% | +12.4% |
| YTD | +18.4% | -39.2% | +57.6% | +26.8% |
| 1Y | +4.2% | -57.7% | +61.9% | +17.7% |
| 3Y | +57.1% | -55.3% | +112.3% | +68.0% |
| All | +57.1% | -54.9% | +111.9% | +68.0% |
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