+67.0%
DRI vs BB
+132.4%
-65.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.4% | -5.4% | -1.1% |
| 7D | +2.8% | +3.8% | -1.0% | +2.7% |
| 30D | +13.3% | -0.3% | +13.6% | +13.1% |
| 3M | +8.2% | -0.5% | +8.6% | +8.0% |
| 6M | +17.5% | +45.9% | -28.4% | +13.5% |
| YTD | +26.9% | +130.6% | -103.7% | +18.7% |
| 1Y | +31.6% | +89.2% | -57.6% | +24.5% |
| 3Y | +67.0% | +137.5% | -70.5% | +50.7% |
| All | +67.0% | +132.4% | -65.5% | +50.7% |
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