+78.8%
DRI vs INDA
+10.5%
+68.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -0.7% | +3.1% | -3.8% | -2.6% |
| 30D | +14.7% | +11.3% | +3.4% | +7.5% |
| 3M | +5.4% | +3.0% | +2.4% | +3.5% |
| 6M | +18.8% | +6.5% | +12.3% | +14.1% |
| YTD | +28.4% | -4.6% | +32.9% | +31.9% |
| 1Y | +37.7% | -5.8% | +43.4% | +42.5% |
| 3Y | +68.0% | +16.8% | +51.2% | +45.5% |
| 5Y | +78.8% | +10.4% | +68.4% | +57.2% |
| All | +78.8% | +10.5% | +68.3% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling