+74.1%
DRI vs EXR
-0.3%
+74.5%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +2.8% | +5.2% | -2.4% | +1.3% |
| 30D | +13.3% | +20.9% | -7.6% | +7.2% |
| 3M | +8.2% | +7.7% | +0.5% | +5.8% |
| 6M | +17.5% | +13.2% | +4.4% | +13.2% |
| YTD | +26.9% | +26.5% | +0.4% | +18.4% |
| 1Y | +31.6% | +27.2% | +4.4% | +22.5% |
| 3Y | +67.0% | +71.5% | -4.6% | +39.3% |
| All | +74.1% | -0.3% | +74.5% | +62.0% |
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