+334.2%
DRI vs GEN
+156.5%
+177.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.6% |
| 30D | +14.7% | +31.2% | -16.5% | +9.1% |
| 3M | +5.4% | +6.1% | -0.6% | +3.8% |
| 6M | +18.8% | +38.1% | -19.3% | +11.1% |
| YTD | +28.4% | +14.4% | +14.0% | +23.6% |
| 1Y | +37.7% | +15.1% | +22.5% | +32.4% |
| 3Y | +68.0% | +68.5% | -0.5% | +48.5% |
| 5Y | +78.8% | +35.8% | +43.0% | +61.8% |
| 10Y | +334.2% | +155.4% | +178.8% | +237.3% |
| All | +334.2% | +156.5% | +177.7% | +237.3% |
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