+1,083.2%
DRI vs AVAV
+351.0%
+732.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.5% | -11.5% | -2.5% |
| 7D | +2.8% | -10.6% | +13.4% | +4.1% |
| 30D | +13.3% | -18.8% | +32.0% | +16.1% |
| 3M | +8.2% | -34.1% | +42.3% | +13.8% |
| 6M | +17.5% | -35.3% | +52.9% | +22.1% |
| YTD | +26.9% | -53.4% | +80.3% | +35.9% |
| 1Y | +31.6% | -65.6% | +97.2% | +47.0% |
| 3Y | +67.0% | -5.1% | +72.0% | +50.1% |
| 5Y | +72.9% | +18.5% | +54.4% | +42.9% |
| 10Y | +371.3% | +369.8% | +1.5% | +191.7% |
| All | +1,083.2% | +351.0% | +732.2% | +547.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling