+2,290.8%
DRI vs EXR
+3,094.9%
-804.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +2.8% | +5.2% | -2.4% | +0.7% |
| 30D | +13.3% | +20.9% | -7.6% | +4.9% |
| 3M | +8.2% | +7.7% | +0.5% | +4.9% |
| 6M | +17.5% | +13.2% | +4.4% | +11.5% |
| YTD | +26.9% | +26.5% | +0.4% | +14.8% |
| 1Y | +31.6% | +27.2% | +4.4% | +18.7% |
| 3Y | +67.0% | +71.5% | -4.6% | +28.7% |
| 5Y | +72.9% | +0.4% | +72.5% | +61.9% |
| 10Y | +371.3% | +225.2% | +146.1% | +153.7% |
| All | +2,290.8% | +3,094.9% | -804.1% | +331.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling