+7,085.5%
DRI vs MDY
+2,671.9%
+4,413.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | +0.6% | +0.1% | +0.4% | +0.4% |
| 30D | +3.8% | -1.5% | +5.3% | +5.1% |
| 3M | +13.0% | +0.8% | +12.2% | +12.0% |
| 6M | +8.3% | +7.4% | +0.9% | +1.6% |
| YTD | +20.6% | +15.2% | +5.4% | +6.9% |
| 1Y | +6.5% | +16.5% | -10.1% | -6.8% |
| 3Y | +53.7% | +46.8% | +6.9% | +9.7% |
| 5Y | +72.7% | +46.0% | +26.6% | +23.2% |
| 10Y | +363.2% | +172.1% | +191.1% | +115.0% |
| All | +7,085.5% | +2,671.9% | +4,413.6% | +737.3% |
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