+937.9%
DRI vs STLA
+189.2%
+748.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +3.1% | -6.4% | +9.5% | +4.5% |
| 30D | +16.2% | -1.3% | +17.6% | +16.3% |
| 3M | +8.4% | -19.9% | +28.3% | +12.8% |
| 6M | +19.0% | -42.9% | +61.9% | +32.3% |
| YTD | +28.8% | -59.4% | +88.2% | +51.8% |
| 1Y | +33.1% | -56.8% | +90.0% | +54.4% |
| 3Y | +70.8% | -73.1% | +143.8% | +112.4% |
| 5Y | +74.2% | -70.1% | +144.3% | +107.2% |
| 10Y | +345.5% | +19.8% | +325.7% | +322.7% |
| All | +937.9% | +189.2% | +748.7% | +855.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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