+74.2%
DRI vs BLDR
-2.4%
+76.7%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.5% | -4.0% | +0.3% |
| 7D | +3.1% | -2.7% | +5.8% | +3.6% |
| 30D | +16.2% | +24.8% | -8.6% | +10.1% |
| 3M | +8.4% | -11.7% | +20.0% | +10.6% |
| 6M | +19.0% | -14.8% | +33.8% | +21.4% |
| YTD | +28.8% | -35.9% | +64.7% | +39.2% |
| 1Y | +33.1% | -39.7% | +72.8% | +45.7% |
| 3Y | +70.8% | -45.6% | +116.3% | +77.2% |
| 5Y | +74.2% | -2.5% | +76.8% | +29.3% |
| All | +74.2% | -2.4% | +76.7% | +29.3% |
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