+345.5%
DRI vs BBWI
-41.3%
+386.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.0% |
| 7D | +3.1% | -6.2% | +9.3% | +5.0% |
| 30D | +16.2% | +25.5% | -9.2% | +8.7% |
| 3M | +8.4% | +8.0% | +0.4% | +4.8% |
| 6M | +19.0% | +12.7% | +6.3% | +12.3% |
| YTD | +28.8% | +11.6% | +17.2% | +20.1% |
| 1Y | +33.1% | -0.9% | +34.0% | +26.4% |
| 3Y | +70.8% | -22.7% | +93.5% | +62.9% |
| 5Y | +74.2% | -67.2% | +141.4% | +109.3% |
| 10Y | +345.5% | -43.7% | +389.2% | +182.8% |
| All | +345.5% | -41.3% | +386.8% | +182.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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