+353.6%
DRI vs IBN
+312.2%
+41.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.0% |
| 7D | -4.8% | -5.1% | +0.3% | -3.0% |
| 30D | -3.9% | -3.5% | -0.4% | -2.7% |
| 3M | +5.1% | +11.3% | -6.2% | +0.9% |
| 6M | +5.5% | +4.4% | +1.1% | +3.5% |
| YTD | +16.5% | -1.8% | +18.3% | +16.7% |
| 1Y | +2.0% | -8.0% | +10.0% | +4.4% |
| 3Y | +54.5% | +27.1% | +27.4% | +38.2% |
| 5Y | +66.6% | +54.5% | +12.1% | +36.6% |
| 10Y | +353.6% | +314.2% | +39.4% | +188.5% |
| All | +353.6% | +312.2% | +41.4% | +188.5% |
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