+319.5%
DRI vs SPXS
-99.5%
+419.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.8% |
| 7D | +1.1% | -7.5% | +8.6% | -1.5% |
| 30D | +9.7% | +5.3% | +4.4% | +12.3% |
| 3M | +3.2% | +9.7% | -6.5% | +7.4% |
| 6M | +20.6% | -4.6% | +25.1% | +19.8% |
| YTD | +28.3% | -25.8% | +54.0% | +17.7% |
| 1Y | +34.5% | -28.8% | +63.3% | +22.0% |
| 3Y | +66.5% | -80.2% | +146.7% | +1.6% |
| 5Y | +79.6% | -83.2% | +162.9% | +22.8% |
| All | +319.5% | -99.5% | +419.0% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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