+319.5%
DRI vs IBN
+385.6%
-66.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | +1.1% | +1.9% | -0.8% | +0.4% |
| 30D | +9.7% | +22.1% | -12.4% | +1.7% |
| 3M | +3.2% | +17.1% | -13.9% | -2.8% |
| 6M | +20.6% | +35.5% | -15.0% | +7.4% |
| YTD | +28.3% | +16.8% | +11.4% | +20.3% |
| 1Y | +34.5% | +12.4% | +22.1% | +28.0% |
| 3Y | +66.5% | +58.0% | +8.5% | +36.8% |
| 5Y | +79.6% | +73.7% | +5.9% | +40.6% |
| All | +319.5% | +385.6% | -66.1% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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