+74.1%
DRI vs EXPD
+55.6%
+18.6%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.2% | -0.3% |
| 7D | +2.8% | -7.2% | +10.0% | +5.0% |
| 30D | +13.3% | -3.3% | +16.5% | +14.2% |
| 3M | +8.2% | +3.4% | +4.8% | +6.8% |
| 6M | +17.5% | +22.7% | -5.1% | +9.4% |
| YTD | +26.9% | +24.5% | +2.4% | +16.5% |
| 1Y | +31.6% | +38.6% | -7.1% | +16.1% |
| 3Y | +67.0% | +71.5% | -4.5% | +33.2% |
| All | +74.1% | +55.6% | +18.6% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling