+82.8%
DRI vs EXR
-1.8%
+84.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.1% | -0.4% | +1.5% | +1.2% |
| 30D | +9.7% | +18.2% | -8.5% | +4.5% |
| 3M | +3.2% | +7.3% | -4.2% | +1.0% |
| 6M | +20.6% | +13.8% | +6.7% | +16.0% |
| YTD | +28.3% | +25.9% | +2.3% | +19.8% |
| 1Y | +34.5% | +25.8% | +8.7% | +25.7% |
| 3Y | +66.5% | +53.7% | +12.8% | +43.9% |
| All | +82.8% | -1.8% | +84.5% | +74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling