+64.6%
DRI vs FRSH
-72.5%
+137.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | -3.2% | -6.6% | +3.4% | -2.4% |
| 30D | -7.8% | +2.1% | -9.9% | -8.2% |
| 3M | +0.4% | +29.0% | -28.6% | -3.2% |
| 6M | +4.8% | +48.6% | -43.8% | -1.1% |
| YTD | +16.7% | -2.9% | +19.7% | +15.8% |
| 1Y | +1.5% | -7.9% | +9.4% | +1.2% |
| 3Y | +56.3% | -46.5% | +102.8% | +64.2% |
| All | +64.6% | -72.5% | +137.1% | +50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling