+8,164.6%
AMD vs DRI
+339.9%
+7,824.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +13.1% | -0.7% | +13.8% | +13.5% |
| 30D | -7.0% | +14.7% | -21.7% | -11.3% |
| 3M | +16.6% | +5.4% | +11.1% | +13.8% |
| 6M | +20.5% | +18.8% | +1.7% | +12.0% |
| YTD | +158.2% | +28.4% | +129.8% | +131.3% |
| 1Y | +132.8% | +37.7% | +95.1% | +102.8% |
| 3Y | +366.2% | +68.0% | +298.3% | +274.5% |
| 5Y | +278.7% | +78.8% | +199.9% | +197.9% |
| 10Y | +8,164.6% | +334.2% | +7,830.4% | +6,430.6% |
| All | +8,164.6% | +339.9% | +7,824.7% | +6,430.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling