+37.7%
DRI vs EAT
+89.0%
-51.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.7% | -0.6% |
| 7D | -0.7% | -8.9% | +8.2% | +1.8% |
| 30D | +14.7% | +3.4% | +11.3% | +13.3% |
| 3M | +5.4% | -9.3% | +14.8% | +7.8% |
| 6M | +18.8% | +43.8% | -24.9% | +7.5% |
| YTD | +28.4% | +39.9% | -11.5% | +17.6% |
| 1Y | +37.7% | +89.7% | -52.0% | +20.0% |
| All | +37.7% | +89.0% | -51.4% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling