+7,540.2%
DRI vs SONY
+561.5%
+6,978.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | 0.0% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +9.7% | +11.1% | -1.4% | +6.8% |
| 3M | +3.2% | +14.7% | -11.5% | -0.4% |
| 6M | +20.6% | +18.8% | +1.8% | +15.0% |
| YTD | +28.3% | +5.7% | +22.5% | +25.4% |
| 1Y | +34.5% | -8.1% | +42.6% | +36.1% |
| 3Y | +66.5% | +64.0% | +2.5% | +42.7% |
| 5Y | +79.6% | +12.6% | +67.0% | +67.3% |
| 10Y | +333.8% | +373.8% | -40.0% | +183.0% |
| All | +7,540.2% | +561.5% | +6,978.6% | +4,051.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling