+248.7%
DRI vs FND
+57.9%
+190.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.0% |
| 7D | +1.1% | -6.8% | +7.9% | +3.1% |
| 30D | +9.7% | +8.0% | +1.7% | +6.9% |
| 3M | +3.2% | -18.9% | +22.1% | +9.0% |
| 6M | +20.6% | +4.7% | +15.9% | +16.9% |
| YTD | +28.3% | -21.6% | +49.8% | +33.9% |
| 1Y | +34.5% | -22.0% | +56.6% | +40.5% |
| 3Y | +66.5% | -40.4% | +107.0% | +77.0% |
| 5Y | +79.6% | -63.8% | +143.4% | +111.4% |
| All | +248.7% | +57.9% | +190.9% | +144.8% |
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