+691.9%
DRI vs INDA
+115.1%
+576.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.6% | +0.7% | -0.1% | +0.2% |
| 30D | +3.8% | -0.8% | +4.6% | +4.2% |
| 3M | +13.0% | +3.9% | +9.1% | +10.6% |
| 6M | +8.3% | -0.7% | +9.0% | +8.4% |
| YTD | +20.6% | -7.7% | +28.3% | +25.3% |
| 1Y | +6.5% | -5.1% | +11.6% | +8.8% |
| 3Y | +53.7% | +13.6% | +40.1% | +41.6% |
| 5Y | +72.7% | +7.8% | +64.9% | +63.6% |
| 10Y | +363.2% | +84.6% | +278.5% | +231.2% |
| All | +691.9% | +115.1% | +576.7% | +435.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling