+37.7%
DRI vs GEN
+18.5%
+19.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | 0.0% |
| 7D | -0.7% | -0.8% | +0.1% | -0.7% |
| 30D | +14.7% | +31.2% | -16.5% | +12.7% |
| 3M | +5.4% | +6.1% | -0.6% | +4.1% |
| 6M | +18.8% | +38.1% | -19.3% | +17.4% |
| YTD | +28.4% | +14.4% | +14.0% | +32.8% |
| 1Y | +37.7% | +15.1% | +22.5% | +41.9% |
| All | +37.7% | +18.5% | +19.2% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling