+1,560.1%
DRI vs MKTX
+1,446.2%
+113.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | +3.8% | +1.1% | +2.8% | +3.6% |
| 3M | +13.0% | +36.1% | -23.1% | +4.4% |
| 6M | +8.3% | -12.9% | +21.2% | +10.1% |
| YTD | +20.6% | -8.5% | +29.1% | +21.1% |
| 1Y | +6.5% | -7.5% | +14.0% | +6.3% |
| 3Y | +53.7% | -28.3% | +82.0% | +57.6% |
| 5Y | +72.7% | -63.3% | +136.0% | +102.3% |
| 10Y | +363.2% | +4.5% | +358.6% | +308.4% |
| All | +1,560.1% | +1,446.2% | +113.9% | +525.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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