+353.6%
DRI vs MTB
+172.8%
+180.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.6% |
| 7D | -4.8% | +1.1% | -5.9% | -5.4% |
| 30D | -3.9% | -4.6% | +0.7% | -1.6% |
| 3M | +5.1% | +6.3% | -1.2% | +1.7% |
| 6M | +5.5% | +15.6% | -10.1% | -2.5% |
| YTD | +16.5% | +20.6% | -4.1% | +5.1% |
| 1Y | +2.0% | +22.5% | -20.5% | -9.0% |
| 3Y | +54.5% | +114.4% | -59.9% | -1.4% |
| 5Y | +66.6% | +101.9% | -35.3% | +2.1% |
| 10Y | +353.6% | +170.4% | +183.2% | +107.2% |
| All | +353.6% | +172.8% | +180.8% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 10y: compounded portfolio wealth divided by compounded MTB 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…
10y analysis · Full analysis span regression · 6 months rolling