+7,540.2%
DRI vs MDY
+2,602.9%
+4,937.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +1.1% | +2.3% | -1.2% | -0.8% |
| 30D | +9.7% | +2.0% | +7.7% | +7.8% |
| 3M | +3.2% | -5.6% | +8.8% | +7.9% |
| 6M | +20.6% | +1.3% | +19.3% | +18.7% |
| YTD | +28.3% | +12.3% | +15.9% | +15.8% |
| 1Y | +34.5% | +15.8% | +18.8% | +18.5% |
| 3Y | +66.5% | +56.5% | +10.0% | +12.6% |
| 5Y | +79.6% | +35.1% | +44.5% | +36.3% |
| 10Y | +333.8% | +167.4% | +166.4% | +104.1% |
| All | +7,540.2% | +2,602.9% | +4,937.2% | +807.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling