+7,085.5%
DRI vs EAT
+4,386.4%
+2,699.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.8% |
| 7D | +0.6% | 0.0% | +0.6% | +0.5% |
| 30D | +3.8% | +1.9% | +2.0% | +2.7% |
| 3M | +13.0% | +68.7% | -55.6% | -11.1% |
| 6M | +8.3% | +66.9% | -58.6% | -16.0% |
| YTD | +20.6% | +60.4% | -39.8% | -5.2% |
| 1Y | +6.5% | +44.0% | -37.5% | -13.5% |
| 3Y | +53.7% | +604.7% | -551.0% | -44.1% |
| 5Y | +72.7% | +347.0% | -274.4% | -28.9% |
| 10Y | +363.2% | +390.8% | -27.6% | +47.5% |
| All | +7,085.5% | +4,386.4% | +2,699.1% | +811.4% |
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