+67.0%
DRI vs FRSH
-72.0%
+139.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -1.2% |
| 7D | -1.2% | -10.1% | +8.9% | 0.0% |
| 30D | -0.4% | +2.2% | -2.6% | -0.9% |
| 3M | +9.5% | +28.6% | -19.1% | +5.7% |
| 6M | +6.5% | +40.2% | -33.8% | +1.2% |
| YTD | +18.4% | -1.2% | +19.6% | +17.2% |
| 1Y | +4.2% | -7.9% | +12.1% | +4.0% |
| 3Y | +57.1% | -44.7% | +101.8% | +64.3% |
| All | +67.0% | -72.0% | +139.0% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FRSH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling