+319.5%
DRI vs MTB
+115.1%
+204.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | +1.1% | +1.5% | -0.5% | +0.3% |
| 30D | +9.7% | +2.3% | +7.4% | +8.4% |
| 3M | +3.2% | -12.1% | +15.3% | +10.0% |
| 6M | +20.6% | +9.8% | +10.8% | +14.4% |
| YTD | +28.3% | +12.0% | +16.2% | +20.0% |
| 1Y | +34.5% | +22.0% | +12.5% | +20.4% |
| 3Y | +66.5% | +107.6% | -41.1% | +8.4% |
| 5Y | +79.6% | +61.9% | +17.8% | +26.3% |
| All | +319.5% | +115.1% | +204.4% | +114.5% |
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