+1,778.9%
DRI vs BNS
+1,485.2%
+293.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +1.1% | +0.9% | +0.1% | +0.5% |
| 30D | +9.7% | +2.8% | +6.9% | +8.0% |
| 3M | +3.2% | +3.0% | +0.2% | +0.9% |
| 6M | +20.6% | +23.3% | -2.7% | +6.1% |
| YTD | +28.3% | +29.3% | -1.1% | +9.3% |
| 1Y | +34.5% | +41.7% | -7.1% | +8.7% |
| 3Y | +66.5% | +147.7% | -81.2% | -4.2% |
| 5Y | +79.6% | +79.4% | +0.3% | +23.0% |
| 10Y | +333.8% | +188.5% | +145.3% | +129.3% |
| All | +1,778.9% | +1,485.2% | +293.6% | +415.0% |
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