+977.1%
BE vs DRI
+143.3%
+833.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.2% | -1.7% |
| 7D | +23.9% | -4.8% | +28.8% | +27.9% |
| 30D | +27.8% | -3.9% | +31.8% | +31.2% |
| 3M | +3.7% | +5.1% | -1.4% | -1.6% |
| 6M | +78.0% | +5.5% | +72.4% | +67.7% |
| YTD | +209.9% | +16.5% | +193.4% | +169.8% |
| 1Y | +389.6% | +2.0% | +387.6% | +362.0% |
| 3Y | +1,730.6% | +54.5% | +1,676.1% | +1,099.4% |
| 5Y | +1,227.8% | +66.6% | +1,161.2% | +724.9% |
| All | +977.1% | +143.3% | +833.8% | +201.4% |
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