+74.1%
DRI vs SUI
-26.3%
+100.4%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.5% |
| 7D | +2.8% | +6.2% | -3.4% | +0.7% |
| 30D | +13.3% | +8.6% | +4.7% | +9.9% |
| 3M | +8.2% | +1.0% | +7.2% | +7.6% |
| 6M | +17.5% | -2.6% | +20.1% | +18.2% |
| YTD | +26.9% | -0.1% | +27.0% | +26.5% |
| 1Y | +31.6% | +0.5% | +31.1% | +30.8% |
| 3Y | +67.0% | +15.3% | +51.7% | +55.9% |
| All | +74.1% | -26.3% | +100.4% | +103.1% |
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