+79.0%
DRI vs CASY
+261.5%
-182.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.2% |
| 7D | -0.3% | +2.5% | -2.8% | -0.9% |
| 30D | +10.8% | +10.2% | +0.6% | +8.4% |
| 3M | +0.9% | -15.7% | +16.6% | +4.5% |
| 6M | +16.3% | -18.4% | +34.7% | +20.6% |
| YTD | +27.8% | +28.3% | -0.5% | +16.7% |
| 1Y | +33.9% | +32.6% | +1.3% | +20.9% |
| 3Y | +67.2% | +159.5% | -92.3% | +19.7% |
| 5Y | +79.0% | +263.9% | -184.9% | +8.4% |
| All | +79.0% | +261.5% | -182.6% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling