+1,376.2%
D vs DRI
+7,577.6%
-6,201.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +1.5% | +0.6% | +0.9% | +1.4% |
| 30D | -2.6% | +3.8% | -6.4% | -3.2% |
| 3M | 0.0% | +13.0% | -13.0% | -1.8% |
| 6M | +7.4% | +8.3% | -1.0% | +5.9% |
| YTD | +15.9% | +20.6% | -4.8% | +12.5% |
| 1Y | +18.1% | +6.5% | +11.7% | +16.5% |
| 3Y | +58.4% | +53.7% | +4.7% | +47.7% |
| 5Y | +5.2% | +72.7% | -67.5% | -4.3% |
| 10Y | +35.9% | +363.2% | -327.3% | +2.7% |
| All | +1,376.2% | +7,577.6% | -6,201.4% | +688.2% |
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 1990-01-01 to 2026-09-04: 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling