+354.0%
DRI vs GEN
+150.2%
+203.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -1.3% |
| 7D | -1.2% | -0.7% | -0.5% | -1.1% |
| 30D | -0.4% | +2.6% | -3.0% | -1.0% |
| 3M | +9.5% | +15.8% | -6.3% | +6.4% |
| 6M | +6.5% | +33.1% | -26.7% | +0.2% |
| YTD | +18.4% | +11.3% | +7.1% | +15.1% |
| 1Y | +4.2% | +1.7% | +2.6% | +3.0% |
| 3Y | +57.1% | +58.1% | -1.1% | +40.9% |
| 5Y | +70.4% | +20.6% | +49.8% | +58.3% |
| 10Y | +354.0% | +149.0% | +205.0% | +249.3% |
| All | +354.0% | +150.2% | +203.8% | +249.3% |
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