+343.0%
DRI vs HRB
+209.1%
+133.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | -3.2% | -8.0% | +4.8% | -0.5% |
| 30D | -7.8% | -16.0% | +8.1% | -2.5% |
| 3M | +0.4% | +26.9% | -26.5% | -8.4% |
| 6M | +4.8% | +51.1% | -46.3% | -11.6% |
| YTD | +16.7% | +7.1% | +9.7% | +10.8% |
| 1Y | +1.5% | -9.6% | +11.1% | +2.5% |
| 3Y | +56.3% | +25.4% | +30.9% | +33.9% |
| 5Y | +66.4% | +114.9% | -48.5% | +8.0% |
| All | +343.0% | +209.1% | +133.9% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling