+77.9%
DRI vs RACE
+69.7%
+8.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +4.2% | +0.2% | +4.0% | +4.2% |
| 30D | +15.7% | +6.6% | +9.1% | +13.6% |
| 3M | +5.8% | +2.2% | +3.6% | +4.9% |
| 6M | +18.4% | +22.4% | -4.0% | +10.8% |
| YTD | +28.2% | +13.8% | +14.4% | +22.1% |
| 1Y | +35.9% | +2.2% | +33.7% | +33.9% |
| 3Y | +67.7% | +25.6% | +42.1% | +41.4% |
| 5Y | +77.9% | +71.0% | +6.9% | +19.0% |
| All | +77.9% | +69.7% | +8.2% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling