+317.9%
DRI vs SPXS
-99.5%
+417.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.1% |
| 7D | -0.3% | -9.5% | +9.1% | -3.6% |
| 30D | +10.8% | +7.4% | +3.5% | +14.2% |
| 3M | +0.9% | +6.1% | -5.2% | +3.8% |
| 6M | +16.3% | -7.3% | +23.6% | +14.4% |
| YTD | +27.8% | -26.7% | +54.5% | +16.8% |
| 1Y | +33.9% | -26.2% | +60.0% | +23.0% |
| 3Y | +67.2% | -80.3% | +147.5% | +1.7% |
| 5Y | +79.0% | -83.4% | +162.4% | +21.8% |
| All | +317.9% | -99.5% | +417.4% | +18.6% |
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