+338.1%
DRI vs SPXU
-99.5%
+437.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.3% |
| 7D | -4.8% | +6.4% | -11.2% | -2.7% |
| 30D | -5.2% | +5.9% | -11.1% | -3.2% |
| 3M | +2.7% | -11.7% | +14.4% | -1.4% |
| 6M | +3.6% | -28.7% | +32.3% | -7.2% |
| YTD | +15.4% | -26.4% | +41.8% | +5.0% |
| 1Y | +1.3% | -35.2% | +36.5% | -11.7% |
| 3Y | +53.1% | -79.8% | +132.9% | -6.1% |
| 5Y | +64.6% | -86.1% | +150.6% | +3.5% |
| All | +338.1% | -99.5% | +437.6% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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