+57.1%
DRI vs BB
+68.2%
-11.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -1.9% |
| 7D | -1.2% | +0.5% | -1.7% | -1.2% |
| 30D | -0.4% | -12.4% | +12.0% | 0.0% |
| 3M | +9.5% | -15.3% | +24.8% | +9.6% |
| 6M | +6.5% | +128.8% | -122.3% | -0.5% |
| YTD | +18.4% | +107.7% | -89.2% | +11.4% |
| 1Y | +4.2% | +103.9% | -99.7% | -2.1% |
| 3Y | +57.1% | +72.6% | -15.5% | +42.4% |
| All | +57.1% | +68.2% | -11.1% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling