+7,460.3%
DRI vs DAR
+748.3%
+6,712.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | +2.8% | -9.9% | +12.7% | +3.7% |
| 30D | +13.3% | -16.4% | +29.6% | +14.8% |
| 3M | +8.2% | -17.1% | +25.2% | +9.7% |
| 6M | +17.5% | -20.5% | +38.0% | +19.4% |
| YTD | +26.9% | +39.4% | -12.5% | +22.8% |
| 1Y | +31.6% | +57.2% | -25.7% | +26.0% |
| 3Y | +67.0% | +13.9% | +53.1% | +62.1% |
| 5Y | +72.9% | -40.8% | +113.7% | +75.7% |
| 10Y | +371.3% | +276.2% | +95.1% | +319.1% |
| All | +7,460.3% | +748.3% | +6,712.0% | +5,997.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling