+2,619.7%
DRI vs FLR
+513.8%
+2,105.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.6% |
| 7D | +1.1% | +5.4% | -4.3% | -0.4% |
| 30D | +9.7% | +2.8% | +6.9% | +8.5% |
| 3M | +3.2% | -6.4% | +9.6% | +4.2% |
| 6M | +20.6% | +8.8% | +11.8% | +15.4% |
| YTD | +28.3% | +23.6% | +4.7% | +17.1% |
| 1Y | +34.5% | +13.8% | +20.7% | +25.3% |
| 3Y | +66.5% | +36.5% | +30.1% | +38.1% |
| 5Y | +79.6% | +119.3% | -39.7% | +23.9% |
| 10Y | +333.8% | +8.0% | +325.8% | +174.3% |
| All | +2,619.7% | +513.8% | +2,105.9% | +1,029.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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