+338.7%
DRI vs AVAV
+358.8%
-20.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | -0.1% |
| 7D | +4.2% | 0.0% | +4.2% | +3.9% |
| 30D | +15.7% | -9.9% | +25.6% | +16.7% |
| 3M | +5.8% | -34.7% | +40.5% | +11.1% |
| 6M | +18.4% | -26.6% | +45.0% | +20.6% |
| YTD | +28.2% | -48.9% | +77.1% | +35.1% |
| 1Y | +35.9% | -63.0% | +98.9% | +49.9% |
| 3Y | +67.7% | +1.6% | +66.2% | +47.3% |
| 5Y | +77.9% | +34.5% | +43.4% | +40.2% |
| 10Y | +338.7% | +359.3% | -20.6% | +170.6% |
| All | +338.7% | +358.8% | -20.1% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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