+7,460.3%
DRI vs EAT
+3,925.5%
+3,534.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | +0.2% |
| 7D | +2.8% | -2.6% | +5.5% | +4.0% |
| 30D | +13.3% | +11.5% | +1.8% | +7.3% |
| 3M | +8.2% | -9.1% | +17.3% | +11.4% |
| 6M | +17.5% | +40.4% | -22.9% | -1.2% |
| YTD | +26.9% | +43.9% | -17.0% | +3.6% |
| 1Y | +31.6% | +101.9% | -70.4% | -8.4% |
| 3Y | +67.0% | +489.9% | -422.9% | -34.6% |
| 5Y | +72.9% | +362.6% | -289.7% | -30.4% |
| 10Y | +371.3% | +385.7% | -14.4% | +49.7% |
| All | +7,460.3% | +3,925.5% | +3,534.8% | +896.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling