+345.5%
DRI vs COO
+40.7%
+304.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +0.4% |
| 7D | +3.1% | +4.3% | -1.2% | +1.2% |
| 30D | +16.2% | +17.6% | -1.3% | +8.0% |
| 3M | +8.4% | -13.9% | +22.2% | +15.0% |
| 6M | +19.0% | +6.6% | +12.5% | +13.7% |
| YTD | +28.8% | -22.0% | +50.8% | +42.0% |
| 1Y | +33.1% | -8.8% | +41.9% | +35.9% |
| 3Y | +70.8% | -21.5% | +92.3% | +75.6% |
| 5Y | +74.2% | -41.0% | +115.3% | +107.5% |
| 10Y | +345.5% | +40.9% | +304.6% | +309.8% |
| All | +345.5% | +40.7% | +304.8% | +309.8% |
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