+460.2%
DRI vs RACE
+670.3%
-210.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | 0.0% |
| 7D | +3.7% | +5.7% | -1.9% | +1.7% |
| 30D | +13.5% | +9.3% | +4.2% | +9.9% |
| 3M | +10.4% | +3.8% | +6.5% | +8.7% |
| 6M | +19.5% | +29.8% | -10.3% | +7.7% |
| YTD | +28.2% | +15.6% | +12.6% | +19.6% |
| 1Y | +31.0% | +5.1% | +25.9% | +26.6% |
| 3Y | +67.1% | +30.8% | +36.3% | +40.0% |
| 5Y | +74.7% | +67.4% | +7.3% | +28.2% |
| 10Y | +376.2% | +793.6% | -417.5% | +127.5% |
| All | +460.2% | +670.3% | -210.1% | +161.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling