+334.2%
DRI vs RY
+355.6%
-21.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | -0.4% |
| 7D | -0.7% | -3.0% | +2.3% | +1.8% |
| 30D | +14.7% | +6.3% | +8.4% | +8.9% |
| 3M | +5.4% | -2.6% | +8.0% | +7.5% |
| 6M | +18.8% | +13.9% | +4.9% | +5.1% |
| YTD | +28.4% | +21.7% | +6.7% | +6.6% |
| 1Y | +37.7% | +40.4% | -2.8% | +0.6% |
| 3Y | +68.0% | +161.3% | -93.4% | -33.1% |
| 5Y | +78.8% | +126.5% | -47.7% | -20.5% |
| 10Y | +334.2% | +354.3% | -20.2% | +8.7% |
| All | +334.2% | +355.6% | -21.5% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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