+334.2%
DRI vs AEE
+216.2%
+117.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | +14.7% | +9.7% | +5.0% | +10.4% |
| 3M | +5.4% | +5.8% | -0.4% | +3.0% |
| 6M | +18.8% | +4.5% | +14.4% | +16.4% |
| YTD | +28.4% | +15.8% | +12.5% | +20.1% |
| 1Y | +37.7% | +10.8% | +26.9% | +31.2% |
| 3Y | +68.0% | +62.8% | +5.2% | +34.5% |
| 5Y | +78.8% | +56.1% | +22.7% | +43.2% |
| 10Y | +334.2% | +216.4% | +117.7% | +218.0% |
| All | +334.2% | +216.2% | +117.9% | +218.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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