+106.4%
AMCR vs DRI
+653.8%
-547.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -1.9% | +0.6% | -2.4% | -2.0% |
| 30D | -4.1% | +3.8% | -7.9% | -5.1% |
| 3M | +21.7% | +13.0% | +8.7% | +17.8% |
| 6M | +1.5% | +8.3% | -6.8% | -0.8% |
| YTD | +13.1% | +20.6% | -7.5% | +7.5% |
| 1Y | +16.5% | +6.5% | +10.0% | +13.9% |
| 3Y | +10.3% | +53.7% | -43.5% | -2.6% |
| 5Y | -7.7% | +72.7% | -80.3% | -21.6% |
| 10Y | +24.6% | +363.2% | -338.5% | -14.4% |
| All | +106.4% | +653.8% | -547.4% | +42.6% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling