+7,574.6%
DRI vs MTB
+2,810.6%
+4,764.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +0.5% |
| 7D | +3.1% | -0.8% | +3.9% | +3.5% |
| 30D | +16.2% | +2.4% | +13.8% | +15.1% |
| 3M | +8.4% | -10.5% | +18.9% | +13.5% |
| 6M | +19.0% | +6.4% | +12.6% | +15.5% |
| YTD | +28.8% | +12.8% | +16.0% | +21.6% |
| 1Y | +33.1% | +23.3% | +9.9% | +20.9% |
| 3Y | +70.8% | +108.2% | -37.5% | +20.6% |
| 5Y | +74.2% | +68.6% | +5.7% | +29.7% |
| 10Y | +345.5% | +125.3% | +220.2% | +183.3% |
| All | +7,574.6% | +2,810.6% | +4,764.0% | +2,816.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling