+353.6%
DRI vs AEIS
+545.5%
-191.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | -4.8% | +6.5% | -11.3% | -6.5% |
| 30D | -3.9% | -9.2% | +5.3% | -1.8% |
| 3M | +5.1% | -8.3% | +13.4% | +4.3% |
| 6M | +5.5% | -6.3% | +11.8% | +2.1% |
| YTD | +16.5% | +36.5% | -20.0% | -1.3% |
| 1Y | +2.0% | +84.8% | -82.8% | -23.2% |
| 3Y | +54.5% | +176.6% | -122.1% | -4.9% |
| 5Y | +66.6% | +237.1% | -170.5% | -8.7% |
| 10Y | +353.6% | +554.7% | -201.1% | +80.1% |
| All | +353.6% | +545.5% | -191.9% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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