+7,460.3%
DRI vs BEN
+1,495.0%
+5,965.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.7% | -2.7% |
| 7D | +2.8% | +6.6% | -3.8% | +0.4% |
| 30D | +13.3% | +3.8% | +9.4% | +11.5% |
| 3M | +8.2% | +0.2% | +8.0% | +7.8% |
| 6M | +17.5% | +10.4% | +7.1% | +12.4% |
| YTD | +26.9% | +46.2% | -19.3% | +8.9% |
| 1Y | +31.6% | +52.3% | -20.7% | +11.1% |
| 3Y | +67.0% | +65.9% | +1.0% | +32.6% |
| 5Y | +72.9% | +20.6% | +52.3% | +51.6% |
| 10Y | +371.3% | +64.8% | +306.5% | +247.4% |
| All | +7,460.3% | +1,495.0% | +5,965.4% | +3,300.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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