+338.1%
DRI vs BIDU
-49.1%
+387.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | -4.8% | -5.2% | +0.4% | -4.1% |
| 30D | -5.2% | -14.5% | +9.3% | -3.2% |
| 3M | +2.7% | -22.9% | +25.6% | +6.3% |
| 6M | +3.6% | -27.8% | +31.4% | +7.5% |
| YTD | +15.4% | -30.7% | +46.1% | +19.9% |
| 1Y | +1.3% | -15.8% | +17.1% | +1.0% |
| 3Y | +53.1% | -33.2% | +86.3% | +55.0% |
| 5Y | +64.6% | -44.8% | +109.4% | +63.1% |
| All | +338.1% | -49.1% | +387.2% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BIDU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling