+334.2%
DRI vs RBA
+209.3%
+124.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -0.7% | +0.6% | -1.3% | -0.9% |
| 30D | +14.7% | +9.0% | +5.7% | +11.1% |
| 3M | +5.4% | +7.2% | -1.7% | +2.3% |
| 6M | +18.8% | -7.8% | +26.6% | +20.5% |
| YTD | +28.4% | -6.4% | +34.7% | +28.2% |
| 1Y | +37.7% | -4.2% | +41.8% | +36.2% |
| 3Y | +68.0% | +64.1% | +3.9% | +30.5% |
| 5Y | +78.8% | +48.4% | +30.4% | +38.8% |
| 10Y | +334.2% | +209.9% | +124.2% | +103.2% |
| All | +334.2% | +209.3% | +124.8% | +103.2% |
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