+338.7%
DRI vs GEN
+151.0%
+187.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | +4.2% | +1.0% | +3.2% | +4.1% |
| 30D | +15.7% | +29.1% | -13.4% | +10.4% |
| 3M | +5.8% | +2.9% | +2.8% | +4.6% |
| 6M | +18.4% | +33.6% | -15.2% | +11.3% |
| YTD | +28.2% | +12.0% | +16.2% | +23.9% |
| 1Y | +35.9% | +16.2% | +19.7% | +30.4% |
| 3Y | +67.7% | +65.1% | +2.7% | +48.8% |
| 5Y | +77.9% | +33.3% | +44.6% | +61.6% |
| 10Y | +338.7% | +149.7% | +189.0% | +242.5% |
| All | +338.7% | +151.0% | +187.7% | +242.5% |
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