+74.1%
DRI vs DAR
-41.1%
+115.2%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | +2.8% | -9.9% | +12.7% | +4.4% |
| 30D | +13.3% | -16.4% | +29.6% | +16.2% |
| 3M | +8.2% | -17.1% | +25.2% | +10.8% |
| 6M | +17.5% | -20.5% | +38.0% | +20.9% |
| YTD | +26.9% | +39.4% | -12.5% | +17.4% |
| 1Y | +31.6% | +57.2% | -25.7% | +18.9% |
| 3Y | +67.0% | +13.9% | +53.1% | +55.5% |
| All | +74.1% | -41.1% | +115.2% | +98.6% |
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