+354.0%
DRI vs BUD
-23.5%
+377.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -1.4% |
| 7D | -1.2% | +0.8% | -2.0% | -1.6% |
| 30D | -0.4% | -4.8% | +4.4% | +1.9% |
| 3M | +9.5% | +1.4% | +8.2% | +8.4% |
| 6M | +6.5% | +9.9% | -3.4% | +0.7% |
| YTD | +18.4% | +26.3% | -7.9% | +4.1% |
| 1Y | +4.2% | +36.1% | -31.9% | -12.0% |
| 3Y | +57.1% | +48.6% | +8.5% | +22.3% |
| 5Y | +70.4% | +45.0% | +25.4% | +30.1% |
| 10Y | +354.0% | -23.1% | +377.1% | +230.8% |
| All | +354.0% | -23.5% | +377.6% | +230.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BUD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling