+32.9%
DIS vs DRI
+339.9%
-306.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.3% |
| 7D | +0.6% | -0.7% | +1.3% | +0.9% |
| 30D | +10.3% | +14.7% | -4.4% | +4.7% |
| 3M | +15.6% | +5.4% | +10.1% | +12.9% |
| 6M | +15.1% | +18.8% | -3.7% | +7.2% |
| YTD | +6.0% | +28.4% | -22.4% | -4.9% |
| 1Y | +5.7% | +37.7% | -32.0% | -7.8% |
| 3Y | +39.8% | +68.0% | -28.1% | +10.8% |
| 5Y | -23.9% | +78.8% | -102.7% | -41.9% |
| 10Y | +32.9% | +334.2% | -301.2% | -25.4% |
| All | +32.9% | +339.9% | -306.9% | -25.4% |
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