+7,574.6%
DRI vs RRC
+967.5%
+6,607.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +3.1% | -10.3% | +13.4% | +4.3% |
| 30D | +16.2% | +19.5% | -3.2% | +13.7% |
| 3M | +8.4% | +27.9% | -19.6% | +5.0% |
| 6M | +19.0% | +21.2% | -2.2% | +15.9% |
| YTD | +28.8% | +39.6% | -10.7% | +23.1% |
| 1Y | +33.1% | +31.3% | +1.9% | +27.9% |
| 3Y | +70.8% | +51.9% | +18.8% | +59.6% |
| 5Y | +74.2% | +110.2% | -35.9% | +52.5% |
| 10Y | +345.5% | +56.7% | +288.9% | +254.6% |
| All | +7,574.6% | +967.5% | +6,607.1% | +4,848.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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