+73.6%
DRI vs BB
-28.6%
+102.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.6% | -5.6% | +6.2% | +1.1% |
| 30D | +3.8% | -11.8% | +15.6% | +4.9% |
| 3M | +13.0% | -25.5% | +38.5% | +15.2% |
| 6M | +8.3% | +121.3% | -113.0% | -4.4% |
| YTD | +20.6% | +103.2% | -82.5% | +7.6% |
| 1Y | +6.5% | +102.6% | -96.2% | -5.6% |
| 3Y | +53.7% | +37.5% | +16.2% | +40.4% |
| All | +73.6% | -28.6% | +102.2% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling