+6,193.7%
DRI vs HIG
+990.4%
+5,203.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +10.8% | +4.4% | +6.5% | +9.7% |
| 3M | +0.9% | 0.0% | +0.9% | +0.9% |
| 6M | +16.3% | +3.8% | +12.5% | +15.1% |
| YTD | +27.8% | +0.7% | +27.1% | +27.2% |
| 1Y | +33.9% | +5.0% | +28.8% | +31.9% |
| 3Y | +67.2% | +95.3% | -28.2% | +41.9% |
| 5Y | +79.0% | +110.8% | -31.8% | +48.8% |
| 10Y | +332.2% | +261.9% | +70.3% | +222.0% |
| All | +6,193.7% | +990.4% | +5,203.4% | +2,496.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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