+67.0%
DRI vs EXR
+69.9%
-2.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +2.8% | +5.2% | -2.4% | +1.4% |
| 30D | +13.3% | +20.9% | -7.6% | +7.7% |
| 3M | +8.2% | +7.7% | +0.5% | +6.0% |
| 6M | +17.5% | +13.2% | +4.4% | +13.6% |
| YTD | +26.9% | +26.5% | +0.4% | +19.4% |
| 1Y | +31.6% | +27.2% | +4.4% | +23.6% |
| 3Y | +67.0% | +71.5% | -4.6% | +53.5% |
| All | +67.0% | +69.9% | -2.9% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 3y: compounded portfolio wealth divided by compounded EXR 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…
3y analysis · Full analysis span regression · 6 months rolling