+345.5%
DRI vs RBA
+236.6%
+109.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +0.7% |
| 7D | +3.1% | +2.5% | +0.6% | +2.2% |
| 30D | +16.2% | +11.6% | +4.7% | +11.7% |
| 3M | +8.4% | +1.5% | +6.9% | +7.2% |
| 6M | +19.0% | -6.6% | +25.6% | +20.1% |
| YTD | +28.8% | -6.3% | +35.1% | +28.6% |
| 1Y | +33.1% | -4.0% | +37.1% | +31.6% |
| 3Y | +70.8% | +47.3% | +23.5% | +38.3% |
| 5Y | +74.2% | +47.7% | +26.6% | +35.7% |
| 10Y | +345.5% | +224.7% | +120.8% | +106.0% |
| All | +345.5% | +236.6% | +109.0% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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