+7,085.5%
DRI vs GEN
+3,031.1%
+4,054.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | -0.2% |
| 7D | +0.6% | -1.2% | +1.8% | +0.7% |
| 30D | +3.8% | +10.1% | -6.3% | +2.2% |
| 3M | +13.0% | +16.1% | -3.1% | +10.1% |
| 6M | +8.3% | +38.9% | -30.5% | +2.0% |
| YTD | +20.6% | +14.4% | +6.2% | +16.9% |
| 1Y | +6.5% | +5.9% | +0.6% | +4.4% |
| 3Y | +53.7% | +58.8% | -5.1% | +39.9% |
| 5Y | +72.7% | +24.7% | +48.0% | +61.3% |
| 10Y | +363.2% | +163.1% | +200.1% | +270.7% |
| All | +7,085.5% | +3,031.1% | +4,054.4% | +4,094.0% |
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