+74.1%
DRI vs GEN
+32.5%
+41.7%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.6% |
| 7D | +2.8% | +2.3% | +0.5% | +2.5% |
| 30D | +13.3% | +33.1% | -19.8% | +8.0% |
| 3M | +8.2% | +6.5% | +1.7% | +6.5% |
| 6M | +17.5% | +53.8% | -36.2% | +8.1% |
| YTD | +26.9% | +11.2% | +15.7% | +23.7% |
| 1Y | +31.6% | +19.4% | +12.2% | +26.3% |
| 3Y | +67.0% | +81.0% | -14.1% | +45.9% |
| All | +74.1% | +32.5% | +41.7% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling