+73.3%
DRI vs IBB
+22.5%
+50.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | +0.6% | +1.4% | -0.8% | 0.0% |
| 30D | +3.8% | +10.5% | -6.6% | -0.8% |
| 3M | +13.0% | +23.6% | -10.6% | +2.4% |
| 6M | +8.3% | +22.6% | -14.3% | -1.7% |
| YTD | +20.6% | +25.7% | -5.1% | +7.8% |
| 1Y | +6.5% | +51.4% | -44.9% | -13.3% |
| 3Y | +53.7% | +64.4% | -10.7% | +18.7% |
| All | +73.3% | +22.5% | +50.8% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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