+7,085.5%
DRI vs MKC
+1,765.5%
+5,320.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.2% |
| 7D | +0.6% | -5.9% | +6.5% | +2.4% |
| 30D | +3.8% | -0.9% | +4.7% | +4.1% |
| 3M | +13.0% | +12.7% | +0.3% | +8.5% |
| 6M | +8.3% | -19.3% | +27.6% | +14.8% |
| YTD | +20.6% | -22.2% | +42.8% | +28.8% |
| 1Y | +6.5% | -23.3% | +29.8% | +14.0% |
| 3Y | +53.7% | -30.0% | +83.7% | +66.9% |
| 5Y | +72.7% | -33.8% | +106.4% | +87.6% |
| 10Y | +363.2% | +24.4% | +338.7% | +291.3% |
| All | +7,085.5% | +1,765.5% | +5,320.0% | +3,166.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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