+246.2%
DIA vs DRI
+350.3%
-104.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.6% |
| 7D | +0.1% | -1.2% | +1.3% | +0.4% |
| 30D | -2.1% | -0.4% | -1.7% | -2.1% |
| 3M | +4.2% | +9.5% | -5.4% | +1.1% |
| 6M | +11.9% | +6.5% | +5.4% | +9.3% |
| YTD | +10.8% | +18.4% | -7.6% | +4.7% |
| 1Y | +17.5% | +4.2% | +13.3% | +14.8% |
| 3Y | +59.9% | +57.1% | +2.9% | +36.9% |
| 5Y | +64.1% | +70.4% | -6.3% | +35.1% |
| 10Y | +246.2% | +354.0% | -107.8% | +112.5% |
| All | +246.2% | +350.3% | -104.1% | +112.5% |
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