+67.0%
DRI vs IBN
+51.2%
+15.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.2% | -2.1% |
| 7D | +2.8% | +15.1% | -12.3% | -1.1% |
| 30D | +13.3% | +21.6% | -8.4% | +7.4% |
| 3M | +8.2% | +11.2% | -3.0% | +4.9% |
| 6M | +17.5% | +27.8% | -10.2% | +9.9% |
| YTD | +26.9% | +14.7% | +12.2% | +21.6% |
| 1Y | +31.6% | +14.4% | +17.2% | +26.0% |
| 3Y | +67.0% | +52.1% | +14.9% | +51.3% |
| All | +67.0% | +51.2% | +15.7% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling