+319.5%
DRI vs DAR
+311.7%
+7.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | 0.0% |
| 7D | +1.1% | +11.6% | -10.5% | -2.5% |
| 30D | +9.7% | -10.2% | +19.9% | +13.1% |
| 3M | +3.2% | -14.8% | +18.0% | +7.7% |
| 6M | +20.6% | -10.1% | +30.6% | +22.7% |
| YTD | +28.3% | +55.5% | -27.3% | +7.3% |
| 1Y | +34.5% | +61.7% | -27.1% | +10.8% |
| 3Y | +66.5% | +37.2% | +29.4% | +35.3% |
| 5Y | +79.6% | -26.9% | +106.6% | +78.4% |
| All | +319.5% | +311.7% | +7.8% | +79.0% |
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