+343.0%
DRI vs SNY
+64.5%
+278.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -3.2% | -3.3% | +0.1% | -2.2% |
| 30D | -7.8% | -2.2% | -5.7% | -7.2% |
| 3M | +0.4% | -3.0% | +3.4% | +1.2% |
| 6M | +4.8% | +2.7% | +2.1% | +3.8% |
| YTD | +16.7% | -6.8% | +23.6% | +18.7% |
| 1Y | +1.5% | -5.3% | +6.7% | +2.3% |
| 3Y | +56.3% | -9.8% | +66.0% | +55.6% |
| 5Y | +66.4% | +9.7% | +56.8% | +48.5% |
| All | +343.0% | +64.5% | +278.5% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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