+338.1%
DRI vs INDA
+83.0%
+255.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.1% |
| 7D | -4.8% | -3.6% | -1.2% | -2.4% |
| 30D | -5.2% | -4.0% | -1.2% | -2.6% |
| 3M | +2.7% | +1.7% | +1.0% | +1.5% |
| 6M | +3.6% | -3.6% | +7.3% | +5.7% |
| YTD | +15.4% | -11.0% | +26.4% | +24.1% |
| 1Y | +1.3% | -9.5% | +10.8% | +7.4% |
| 3Y | +53.1% | +7.6% | +45.5% | +42.2% |
| 5Y | +64.6% | +4.8% | +59.8% | +55.4% |
| All | +338.1% | +83.0% | +255.1% | +187.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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