+334.2%
DRI vs COO
+40.2%
+294.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.6% |
| 7D | -0.7% | -2.3% | +1.6% | +0.3% |
| 30D | +14.7% | +13.3% | +1.4% | +8.3% |
| 3M | +5.4% | -18.1% | +23.5% | +14.5% |
| 6M | +18.8% | +6.7% | +12.1% | +13.4% |
| YTD | +28.4% | -23.2% | +51.6% | +42.5% |
| 1Y | +37.7% | -12.3% | +49.9% | +43.1% |
| 3Y | +68.0% | -23.6% | +91.5% | +75.0% |
| 5Y | +78.8% | -38.7% | +117.5% | +107.1% |
| 10Y | +334.2% | +42.2% | +292.0% | +302.2% |
| All | +334.2% | +40.2% | +294.0% | +302.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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