+57.1%
DRI vs SPXU
-80.6%
+137.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -1.5% |
| 7D | -1.2% | -1.5% | +0.2% | -1.5% |
| 30D | -0.4% | +3.7% | -4.1% | +0.3% |
| 3M | +9.5% | -9.6% | +19.1% | +7.8% |
| 6M | +6.5% | -32.4% | +38.8% | -0.6% |
| YTD | +18.4% | -28.7% | +47.1% | +12.0% |
| 1Y | +4.2% | -38.2% | +42.4% | -4.1% |
| 3Y | +57.1% | -80.4% | +137.5% | +20.5% |
| All | +57.1% | -80.6% | +137.6% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling