+82.8%
DRI vs SUI
-26.4%
+109.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | 0.0% |
| 7D | +1.1% | -1.5% | +2.5% | +1.6% |
| 30D | +9.7% | +3.7% | +6.0% | +8.2% |
| 3M | +3.2% | -0.4% | +3.6% | +3.2% |
| 6M | +20.6% | -2.8% | +23.3% | +21.4% |
| YTD | +28.3% | -1.6% | +29.9% | +28.5% |
| 1Y | +34.5% | -2.1% | +36.6% | +35.0% |
| 3Y | +66.5% | +18.5% | +48.1% | +54.0% |
| All | +82.8% | -26.4% | +109.2% | +113.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling