+82.8%
DRI vs DAR
-27.0%
+109.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | +0.2% |
| 7D | +1.1% | +11.6% | -10.5% | -0.6% |
| 30D | +9.7% | -10.2% | +19.9% | +11.3% |
| 3M | +3.2% | -14.8% | +18.0% | +5.3% |
| 6M | +20.6% | -10.1% | +30.6% | +21.7% |
| YTD | +28.3% | +55.5% | -27.3% | +16.7% |
| 1Y | +34.5% | +61.7% | -27.1% | +21.4% |
| 3Y | +66.5% | +37.2% | +29.4% | +49.7% |
| All | +82.8% | -27.0% | +109.7% | +96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling