+338.7%
DRI vs RY
+354.4%
-15.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.5% |
| 7D | +4.2% | -0.6% | +4.8% | +4.8% |
| 30D | +15.7% | +6.1% | +9.5% | +9.9% |
| 3M | +5.8% | -3.4% | +9.1% | +8.6% |
| 6M | +18.4% | +12.8% | +5.6% | +5.7% |
| YTD | +28.2% | +21.0% | +7.2% | +7.0% |
| 1Y | +35.9% | +40.5% | -4.6% | -0.8% |
| 3Y | +67.7% | +159.9% | -92.1% | -32.9% |
| 5Y | +77.9% | +125.0% | -47.1% | -20.4% |
| 10Y | +338.7% | +350.6% | -11.9% | +10.7% |
| All | +338.7% | +354.4% | -15.7% | +10.7% |
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