+338.7%
DRI vs BWA
+95.2%
+243.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.3% |
| 7D | +4.2% | -2.4% | +6.7% | +5.0% |
| 30D | +15.7% | -17.7% | +33.4% | +24.7% |
| 3M | +5.8% | -27.0% | +32.7% | +19.1% |
| 6M | +18.4% | -17.3% | +35.7% | +24.7% |
| YTD | +28.2% | +12.9% | +15.3% | +14.8% |
| 1Y | +35.9% | +12.9% | +23.0% | +21.4% |
| 3Y | +67.7% | +62.1% | +5.6% | +21.0% |
| 5Y | +77.9% | +30.7% | +47.2% | +35.9% |
| 10Y | +338.7% | +89.2% | +249.5% | +121.3% |
| All | +338.7% | +95.2% | +243.5% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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