+7,537.5%
DRI vs BEN
+1,616.0%
+5,921.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.9% |
| 7D | +4.2% | +12.1% | -7.9% | -0.2% |
| 30D | +15.7% | +13.4% | +2.3% | +10.3% |
| 3M | +5.8% | +9.4% | -3.6% | +2.0% |
| 6M | +18.4% | +19.3% | -0.8% | +10.0% |
| YTD | +28.2% | +57.3% | -29.1% | +7.1% |
| 1Y | +35.9% | +69.1% | -33.2% | +10.5% |
| 3Y | +67.7% | +85.6% | -17.9% | +27.8% |
| 5Y | +77.9% | +32.9% | +44.9% | +50.5% |
| 10Y | +338.7% | +58.3% | +280.4% | +227.7% |
| All | +7,537.5% | +1,616.0% | +5,921.5% | +3,242.9% |
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