+2,172.3%
DRI vs EXR
+2,662.2%
-490.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | +0.6% | -2.6% | +3.1% | +1.6% |
| 30D | +3.8% | -7.2% | +11.0% | +7.0% |
| 3M | +13.0% | -3.5% | +16.5% | +14.5% |
| 6M | +8.3% | -5.3% | +13.6% | +10.3% |
| YTD | +20.6% | +9.4% | +11.3% | +15.8% |
| 1Y | +6.5% | +1.3% | +5.1% | +5.3% |
| 3Y | +53.7% | +22.4% | +31.3% | +36.1% |
| 5Y | +72.7% | -12.2% | +84.9% | +70.0% |
| 10Y | +363.2% | +148.6% | +214.6% | +178.2% |
| All | +2,172.3% | +2,662.2% | -490.0% | +334.9% |
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