+343.0%
DRI vs BRKR
+155.3%
+187.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | -3.2% | -8.7% | +5.4% | -0.9% |
| 30D | -7.8% | -9.9% | +2.0% | -5.4% |
| 3M | +0.4% | -3.1% | +3.4% | -0.7% |
| 6M | +4.8% | +45.5% | -40.7% | -9.5% |
| YTD | +16.7% | +13.7% | +3.0% | +7.8% |
| 1Y | +1.5% | +67.4% | -66.0% | -18.0% |
| 3Y | +56.3% | -13.2% | +69.5% | +46.4% |
| 5Y | +66.4% | -39.5% | +105.9% | +74.4% |
| All | +343.0% | +155.3% | +187.7% | +199.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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