+112.3%
DRI vs BBIO
+136.7%
-24.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -3.2% | -3.2% | 0.0% | -2.9% |
| 30D | -7.8% | -13.6% | +5.8% | -6.3% |
| 3M | +0.4% | +7.2% | -6.9% | -0.8% |
| 6M | +4.8% | +1.5% | +3.3% | +4.1% |
| YTD | +16.7% | -5.3% | +22.0% | +16.3% |
| 1Y | +1.5% | +37.7% | -36.2% | -3.8% |
| 3Y | +56.3% | +153.9% | -97.6% | +32.7% |
| 5Y | +66.4% | +43.9% | +22.6% | +26.8% |
| All | +112.3% | +136.7% | -24.3% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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