+1,580.2%
BE vs DRI
+60.6%
+1,519.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.5% |
| 7D | +20.0% | +0.6% | +19.4% | +19.8% |
| 30D | +7.9% | +3.8% | +4.1% | +7.3% |
| 3M | -13.2% | +13.0% | -26.2% | -15.9% |
| 6M | +53.5% | +8.3% | +45.1% | +50.2% |
| YTD | +191.0% | +20.6% | +170.4% | +176.1% |
| 1Y | +360.5% | +6.5% | +354.1% | +349.1% |
| All | +1,580.2% | +60.6% | +1,519.6% | +1,069.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling