+345.5%
DRI vs GEN
+166.9%
+178.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +3.1% | -0.3% | +3.4% | +3.2% |
| 30D | +16.2% | +28.2% | -11.9% | +11.1% |
| 3M | +8.4% | +2.6% | +5.8% | +7.3% |
| 6M | +19.0% | +32.7% | -13.7% | +12.0% |
| YTD | +28.8% | +11.3% | +17.6% | +24.7% |
| 1Y | +33.1% | +17.9% | +15.2% | +27.4% |
| 3Y | +70.8% | +66.3% | +4.4% | +51.3% |
| 5Y | +74.2% | +31.7% | +42.6% | +58.6% |
| 10Y | +345.5% | +150.0% | +195.5% | +247.6% |
| All | +345.5% | +166.9% | +178.6% | +247.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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