+343.0%
DRI vs BR
+189.7%
+153.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | -3.2% | -3.0% | -0.2% | -1.8% |
| 30D | -7.8% | -0.3% | -7.5% | -7.9% |
| 3M | +0.4% | +17.3% | -16.9% | -7.8% |
| 6M | +4.8% | -6.7% | +11.5% | +7.2% |
| YTD | +16.7% | -23.4% | +40.2% | +31.2% |
| 1Y | +1.5% | -32.7% | +34.1% | +21.9% |
| 3Y | +56.3% | -5.9% | +62.2% | +53.9% |
| 5Y | +66.4% | +8.4% | +58.0% | +47.7% |
| All | +343.0% | +189.7% | +153.4% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling