+74.1%
DRI vs ACGL
+159.2%
-85.1%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.1% |
| 7D | +2.8% | +0.9% | +1.9% | +2.6% |
| 30D | +13.3% | +13.7% | -0.5% | +9.0% |
| 3M | +8.2% | +8.0% | +0.1% | +5.7% |
| 6M | +17.5% | +13.3% | +4.3% | +13.0% |
| YTD | +26.9% | +11.8% | +15.1% | +22.1% |
| 1Y | +31.6% | +22.2% | +9.3% | +23.2% |
| 3Y | +67.0% | +32.5% | +34.5% | +49.6% |
| All | +74.1% | +159.2% | -85.1% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 5y: compounded portfolio wealth divided by compounded ACGL 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…
5y analysis · Full analysis span regression · 6 months rolling