+338.7%
DRI vs BB
+28.9%
+309.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +4.2% | +11.6% | -7.4% | +2.9% |
| 30D | +15.7% | +2.6% | +13.1% | +14.9% |
| 3M | +5.8% | +3.5% | +2.2% | +4.5% |
| 6M | +18.4% | +43.5% | -25.1% | +10.2% |
| YTD | +28.2% | +141.2% | -113.0% | +10.5% |
| 1Y | +35.9% | +97.4% | -61.5% | +20.2% |
| 3Y | +67.7% | +151.1% | -83.3% | +37.0% |
| 5Y | +77.9% | -12.8% | +90.7% | +64.2% |
| 10Y | +338.7% | +27.5% | +311.2% | +166.2% |
| All | +338.7% | +28.9% | +309.8% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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