+33.9%
DRI vs BIYA
-98.5%
+132.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.4% |
| 7D | -0.3% | +10.0% | -10.3% | -0.5% |
| 30D | +10.8% | -17.7% | +28.5% | +11.1% |
| 3M | +0.9% | -55.0% | +55.9% | +1.7% |
| 6M | +16.3% | -85.1% | +101.5% | +15.7% |
| YTD | +27.8% | -96.9% | +124.7% | +33.2% |
| 1Y | +33.9% | -98.5% | +132.3% | +40.3% |
| All | +33.9% | -98.5% | +132.4% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 1y: compounded portfolio wealth divided by compounded BIYA 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…
1y analysis · Full analysis span regression · 6 months rolling