+338.7%
DRI vs CASY
+539.5%
-200.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +4.2% | +5.0% | -0.7% | +2.4% |
| 30D | +15.7% | +8.2% | +7.5% | +12.3% |
| 3M | +5.8% | -18.2% | +23.9% | +13.0% |
| 6M | +18.4% | -18.6% | +37.0% | +25.0% |
| YTD | +28.2% | +26.8% | +1.4% | +12.5% |
| 1Y | +35.9% | +31.6% | +4.3% | +17.2% |
| 3Y | +67.7% | +156.5% | -88.8% | +3.9% |
| 5Y | +77.9% | +258.6% | -180.7% | -8.7% |
| 10Y | +338.7% | +550.3% | -211.6% | +79.0% |
| All | +338.7% | +539.5% | -200.8% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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