+343.0%
DRI vs AEE
+191.1%
+151.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | -3.2% | -0.8% | -2.4% | -2.9% |
| 30D | -7.8% | -2.9% | -4.9% | -6.7% |
| 3M | +0.4% | -2.4% | +2.8% | +1.2% |
| 6M | +4.8% | -2.7% | +7.5% | +5.6% |
| YTD | +16.7% | +7.3% | +9.5% | +12.8% |
| 1Y | +1.5% | +7.5% | -6.1% | -2.1% |
| 3Y | +56.3% | +46.2% | +10.1% | +31.2% |
| 5Y | +66.4% | +39.7% | +26.7% | +40.3% |
| All | +343.0% | +191.1% | +151.9% | +236.2% |
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