+1,634.8%
DRI vs BNS
+1,476.3%
+158.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.2% |
| 7D | -1.2% | +1.8% | -3.0% | -2.2% |
| 30D | -0.4% | +4.5% | -4.9% | -3.2% |
| 3M | +9.5% | +15.8% | -6.3% | +0.1% |
| 6M | +6.5% | +31.5% | -25.0% | -9.7% |
| YTD | +18.4% | +28.6% | -10.2% | +1.4% |
| 1Y | +4.2% | +48.2% | -44.0% | -17.9% |
| 3Y | +57.1% | +130.8% | -73.7% | -5.9% |
| 5Y | +70.4% | +94.9% | -24.5% | +11.2% |
| 10Y | +354.0% | +179.6% | +174.5% | +143.8% |
| All | +1,634.8% | +1,476.3% | +158.5% | +377.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BNS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling