+334.2%
DRI vs RACE
+741.5%
-407.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.7% | -3.9% | +3.1% | +0.8% |
| 30D | +14.7% | +6.8% | +7.9% | +11.8% |
| 3M | +5.4% | +1.3% | +4.1% | +4.7% |
| 6M | +18.8% | +26.3% | -7.4% | +7.2% |
| YTD | +28.4% | +13.8% | +14.6% | +19.7% |
| 1Y | +37.7% | -0.5% | +38.1% | +35.7% |
| 3Y | +68.0% | +25.6% | +42.3% | +39.5% |
| 5Y | +78.8% | +67.6% | +11.2% | +24.5% |
| 10Y | +334.2% | +724.7% | -390.5% | +101.6% |
| All | +334.2% | +741.5% | -407.4% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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