+66.5%
DRI vs GEN
+67.9%
-1.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | 0.0% |
| 7D | +1.1% | +2.0% | -1.0% | +0.8% |
| 30D | +9.7% | +27.7% | -18.0% | +6.0% |
| 3M | +3.2% | +3.3% | -0.1% | +2.2% |
| 6M | +20.6% | +31.8% | -11.2% | +15.3% |
| YTD | +28.3% | +13.5% | +14.7% | +26.1% |
| 1Y | +34.5% | +16.0% | +18.5% | +31.7% |
| 3Y | +66.5% | +70.6% | -4.0% | +46.4% |
| All | +66.5% | +67.9% | -1.4% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling