+4,250.1%
DRI vs IBN
+1,726.4%
+2,523.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.2% | -1.9% |
| 7D | +2.8% | +15.1% | -12.3% | -0.2% |
| 30D | +13.3% | +21.6% | -8.4% | +8.7% |
| 3M | +8.2% | +11.2% | -3.0% | +5.7% |
| 6M | +17.5% | +27.8% | -10.2% | +11.5% |
| YTD | +26.9% | +14.7% | +12.2% | +23.0% |
| 1Y | +31.6% | +14.4% | +17.2% | +27.6% |
| 3Y | +67.0% | +52.1% | +14.9% | +51.5% |
| 5Y | +72.9% | +70.7% | +2.2% | +52.8% |
| 10Y | +371.3% | +385.5% | -14.2% | +232.2% |
| All | +4,250.1% | +1,726.4% | +2,523.8% | +2,098.4% |
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