+8.7%
DRI vs AMRZ
-15.6%
+24.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +1.1% |
| 7D | +3.1% | -1.1% | +4.2% | +3.3% |
| 30D | +16.2% | +18.3% | -2.0% | +13.0% |
| 3M | +8.4% | -8.0% | +16.3% | +9.6% |
| 6M | +19.0% | -18.7% | +37.7% | +22.4% |
| YTD | +28.8% | -19.8% | +48.7% | +31.5% |
| 1Y | +33.1% | -12.3% | +45.5% | +32.8% |
| All | +8.7% | -15.6% | +24.3% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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