+319.5%
DRI vs SONY
+373.2%
-53.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | -0.1% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +9.7% | +11.1% | -1.4% | +5.8% |
| 3M | +3.2% | +14.7% | -11.5% | -1.5% |
| 6M | +20.6% | +18.8% | +1.8% | +13.2% |
| YTD | +28.3% | +5.7% | +22.5% | +24.6% |
| 1Y | +34.5% | -8.1% | +42.6% | +37.1% |
| 3Y | +66.5% | +64.0% | +2.5% | +32.5% |
| 5Y | +79.6% | +12.6% | +67.0% | +63.2% |
| All | +319.5% | +373.2% | -53.7% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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