+248.6%
DRI vs FND
+70.0%
+178.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.1% | +0.5% |
| 7D | +4.2% | +6.8% | -2.6% | +2.2% |
| 30D | +15.7% | +13.1% | +2.6% | +11.3% |
| 3M | +5.8% | -13.1% | +18.8% | +9.5% |
| 6M | +18.4% | -0.6% | +19.0% | +16.6% |
| YTD | +28.2% | -15.5% | +43.7% | +31.1% |
| 1Y | +35.9% | -13.7% | +49.6% | +37.8% |
| 3Y | +67.7% | -35.0% | +102.8% | +73.8% |
| 5Y | +77.9% | -60.1% | +138.0% | +103.3% |
| All | +248.6% | +70.0% | +178.6% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling