+353.6%
DRI vs EAT
+370.1%
-16.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.2% |
| 7D | -4.8% | -6.8% | +2.0% | -1.8% |
| 30D | -3.9% | -5.4% | +1.5% | -1.8% |
| 3M | +5.1% | +42.8% | -37.7% | -11.4% |
| 6M | +5.5% | +56.5% | -51.0% | -16.4% |
| YTD | +16.5% | +50.0% | -33.6% | -6.4% |
| 1Y | +2.0% | +38.3% | -36.3% | -16.1% |
| 3Y | +54.5% | +591.6% | -537.1% | -47.1% |
| 5Y | +66.6% | +312.6% | -246.0% | -32.6% |
| 10Y | +353.6% | +381.4% | -27.8% | +21.2% |
| All | +353.6% | +370.1% | -16.4% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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