+354.0%
DRI vs STZ
-14.3%
+368.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.6% | +3.8% | +0.9% |
| 7D | -1.2% | -7.4% | +6.2% | +2.4% |
| 30D | -0.4% | -10.9% | +10.5% | +5.0% |
| 3M | +9.5% | -13.4% | +22.9% | +16.7% |
| 6M | +6.5% | -16.2% | +22.7% | +14.4% |
| YTD | +18.4% | -10.4% | +28.9% | +22.1% |
| 1Y | +4.2% | -14.8% | +19.0% | +9.5% |
| 3Y | +57.1% | -50.1% | +107.2% | +111.9% |
| 5Y | +70.4% | -38.8% | +109.2% | +97.2% |
| 10Y | +354.0% | -14.1% | +368.1% | +322.9% |
| All | +354.0% | -14.3% | +368.4% | +322.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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