+33.9%
DRI vs MDY
+13.9%
+19.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.1% |
| 7D | -0.3% | +3.0% | -3.4% | -1.8% |
| 30D | +10.8% | +0.8% | +10.0% | +10.3% |
| 3M | +0.9% | -5.1% | +6.0% | +3.4% |
| 6M | +16.3% | +1.2% | +15.2% | +14.9% |
| YTD | +27.8% | +12.5% | +15.3% | +17.2% |
| 1Y | +33.9% | +13.8% | +20.1% | +21.4% |
| All | +33.9% | +13.9% | +19.9% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling