+1,667.0%
DRI vs BNS
+1,492.9%
+174.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | +0.1% |
| 7D | +0.6% | +1.5% | -1.0% | -0.3% |
| 30D | +3.8% | +6.0% | -2.1% | +0.1% |
| 3M | +13.0% | +16.3% | -3.3% | +3.0% |
| 6M | +8.3% | +28.8% | -20.4% | -7.1% |
| YTD | +20.6% | +30.0% | -9.3% | +2.6% |
| 1Y | +6.5% | +50.7% | -44.2% | -17.0% |
| 3Y | +53.7% | +125.4% | -71.7% | -6.6% |
| 5Y | +72.7% | +94.2% | -21.6% | +12.9% |
| 10Y | +363.2% | +182.8% | +180.3% | +147.1% |
| All | +1,667.0% | +1,492.9% | +174.1% | +383.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling