+74.1%
DRI vs AMBA
-70.4%
+144.6%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -1.7% |
| 7D | +2.8% | -7.2% | +10.0% | +3.5% |
| 30D | +13.3% | -10.4% | +23.6% | +14.3% |
| 3M | +8.2% | -30.1% | +38.3% | +11.9% |
| 6M | +17.5% | -22.4% | +40.0% | +17.6% |
| YTD | +26.9% | -17.3% | +44.3% | +24.8% |
| 1Y | +31.6% | -35.4% | +67.0% | +33.3% |
| 3Y | +67.0% | +18.6% | +48.3% | +44.9% |
| All | +74.1% | -70.4% | +144.6% | +71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling