+319.5%
DRI vs RACE
+729.2%
-409.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.2% |
| 7D | +1.1% | -1.2% | +2.3% | +1.5% |
| 30D | +9.7% | +6.1% | +3.6% | +7.1% |
| 3M | +3.2% | -0.3% | +3.5% | +3.1% |
| 6M | +20.6% | +23.4% | -2.9% | +9.8% |
| YTD | +28.3% | +12.5% | +15.7% | +20.1% |
| 1Y | +34.5% | -0.5% | +35.0% | +32.6% |
| 3Y | +66.5% | +23.6% | +42.9% | +39.1% |
| 5Y | +79.6% | +65.4% | +14.2% | +25.6% |
| All | +319.5% | +729.2% | -409.7% | +82.2% |
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