+356.1%
ALL vs DRI
+350.3%
+5.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.5% | -1.9% |
| 7D | -1.7% | -1.2% | -0.5% | -1.4% |
| 30D | -4.7% | -0.4% | -4.3% | -4.7% |
| 3M | +18.4% | +9.5% | +8.9% | +15.1% |
| 6M | +20.5% | +6.5% | +14.1% | +17.8% |
| YTD | +23.5% | +18.4% | +5.1% | +17.0% |
| 1Y | +29.0% | +4.2% | +24.8% | +26.1% |
| 3Y | +153.7% | +57.1% | +96.6% | +117.9% |
| 5Y | +114.8% | +70.4% | +44.4% | +77.1% |
| 10Y | +356.1% | +354.0% | +2.1% | +181.2% |
| All | +356.1% | +350.3% | +5.9% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling