+334.2%
DRI vs AMBA
+7.9%
+326.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.4% |
| 7D | -0.7% | +2.6% | -3.3% | -1.2% |
| 30D | +14.7% | -3.6% | +18.3% | +15.0% |
| 3M | +5.4% | -24.6% | +30.0% | +9.3% |
| 6M | +18.8% | -21.6% | +40.4% | +18.9% |
| YTD | +28.4% | -11.8% | +40.1% | +24.4% |
| 1Y | +37.7% | -33.2% | +70.8% | +39.4% |
| 3Y | +68.0% | +24.5% | +43.5% | +41.2% |
| 5Y | +78.8% | -67.7% | +146.5% | +83.1% |
| 10Y | +334.2% | +4.7% | +329.4% | +197.1% |
| All | +334.2% | +7.9% | +326.3% | +197.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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