+345.5%
DRI vs DAR
+288.2%
+57.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | 0.0% |
| 7D | +3.1% | -2.8% | +5.9% | +3.9% |
| 30D | +16.2% | -12.8% | +29.1% | +21.1% |
| 3M | +8.4% | -11.6% | +19.9% | +11.7% |
| 6M | +19.0% | -16.8% | +35.8% | +24.2% |
| YTD | +28.8% | +45.9% | -17.1% | +10.1% |
| 1Y | +33.1% | +61.5% | -28.3% | +9.5% |
| 3Y | +70.8% | +23.0% | +47.8% | +44.4% |
| 5Y | +74.2% | -35.8% | +110.1% | +82.6% |
| 10Y | +345.5% | +280.4% | +65.1% | +95.5% |
| All | +345.5% | +288.2% | +57.3% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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