+317.9%
DRI vs SUI
+120.9%
+197.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.1% |
| 7D | -0.3% | -3.8% | +3.5% | +1.6% |
| 30D | +10.8% | +3.9% | +6.9% | +8.6% |
| 3M | +0.9% | +0.2% | +0.7% | +0.5% |
| 6M | +16.3% | -4.2% | +20.5% | +18.1% |
| YTD | +27.8% | -2.5% | +30.3% | +28.5% |
| 1Y | +33.9% | -4.0% | +37.9% | +35.6% |
| 3Y | +67.2% | +16.5% | +50.7% | +48.8% |
| 5Y | +79.0% | -27.2% | +106.2% | +103.2% |
| All | +317.9% | +120.9% | +197.0% | +264.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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