+32.0%
DRI vs CAPR
+47.4%
-15.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.3% | -3.1% | +5.1% |
| 7D | +6.5% | +43.2% | -36.7% | +6.4% |
| 30D | +16.4% | +14.7% | +1.8% | +16.3% |
| 3M | +13.6% | +113.9% | -100.3% | +13.3% |
| 6M | +22.0% | -73.4% | +95.4% | +22.1% |
| YTD | +29.3% | -69.1% | +98.4% | +29.3% |
| 1Y | +32.0% | +47.2% | -15.2% | +30.1% |
| All | +32.0% | +47.4% | -15.4% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling