+3,598.5%
DRI vs BB
+258.8%
+3,339.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.8% |
| 3M | +13.0% | -25.5% | +38.5% | +14.9% |
| 6M | +8.3% | +121.3% | -113.0% | -1.0% |
| YTD | +20.6% | +103.2% | -82.5% | +11.1% |
| 1Y | +6.5% | +102.6% | -96.2% | -2.3% |
| 3Y | +53.7% | +37.5% | +16.2% | +41.8% |
| 5Y | +72.7% | -30.4% | +103.1% | +66.2% |
| 10Y | +363.2% | 0.0% | +363.2% | +293.8% |
| All | +3,598.5% | +258.8% | +3,339.6% | +3,085.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling