+4,034.5%
DRI vs IBN
+1,532.9%
+2,501.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | +0.6% | +1.4% | -0.8% | +0.3% |
| 30D | +3.8% | -0.3% | +4.2% | +3.9% |
| 3M | +13.0% | +17.1% | -4.1% | +9.3% |
| 6M | +8.3% | +3.4% | +4.9% | +7.4% |
| YTD | +20.6% | +2.5% | +18.1% | +19.7% |
| 1Y | +6.5% | -4.2% | +10.6% | +7.1% |
| 3Y | +53.7% | +32.4% | +21.3% | +43.5% |
| 5Y | +72.7% | +59.2% | +13.5% | +54.6% |
| 10Y | +363.2% | +345.7% | +17.5% | +232.0% |
| All | +4,034.5% | +1,532.9% | +2,501.5% | +2,039.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling