+7,460.3%
DRI vs GEN
+2,943.3%
+4,517.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.1% |
| 3M | +8.2% | +6.5% | +1.7% | +6.6% |
| 6M | +17.5% | +53.8% | -36.2% | +8.7% |
| YTD | +26.9% | +11.2% | +15.7% | +23.1% |
| 1Y | +31.6% | +19.4% | +12.2% | +26.1% |
| 3Y | +67.0% | +81.0% | -14.1% | +48.3% |
| 5Y | +72.9% | +33.4% | +39.5% | +59.2% |
| 10Y | +371.3% | +164.3% | +207.0% | +275.8% |
| All | +7,460.3% | +2,943.3% | +4,517.1% | +4,315.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling