+7,546.8%
DRI vs MDY
+2,638.8%
+4,908.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.5% |
| 7D | -0.7% | +0.2% | -0.9% | -1.0% |
| 30D | +14.7% | +2.1% | +12.5% | +12.6% |
| 3M | +5.4% | -3.6% | +9.1% | +8.4% |
| 6M | +18.8% | +1.7% | +17.1% | +16.6% |
| YTD | +28.4% | +13.8% | +14.5% | +14.6% |
| 1Y | +37.7% | +15.5% | +22.1% | +21.4% |
| 3Y | +68.0% | +58.3% | +9.6% | +12.6% |
| 5Y | +78.8% | +37.4% | +41.4% | +33.9% |
| 10Y | +334.2% | +171.0% | +163.2% | +102.1% |
| All | +7,546.8% | +2,638.8% | +4,908.0% | +798.4% |
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 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