+73.6%
DRI vs BLDR
+21.9%
+51.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -1.1% |
| 7D | +0.6% | -2.8% | +3.4% | +1.2% |
| 30D | +3.8% | -13.3% | +17.1% | +7.0% |
| 3M | +13.0% | -12.3% | +25.3% | +15.3% |
| 6M | +8.3% | -31.5% | +39.8% | +16.4% |
| YTD | +20.6% | -36.1% | +56.7% | +31.1% |
| 1Y | +6.5% | -54.1% | +60.5% | +24.7% |
| 3Y | +53.7% | -55.8% | +109.5% | +70.7% |
| All | +73.6% | +21.9% | +51.6% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling