+7,537.8%
DRI vs SUI
+3,246.2%
+4,291.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.1% |
| 7D | +3.7% | +8.8% | -5.1% | 0.0% |
| 30D | +13.5% | +8.9% | +4.6% | +9.1% |
| 3M | +10.4% | +2.0% | +8.4% | +9.1% |
| 6M | +19.5% | -0.6% | +20.1% | +19.3% |
| YTD | +28.2% | +1.3% | +26.9% | +26.7% |
| 1Y | +31.0% | +1.3% | +29.7% | +29.4% |
| 3Y | +67.1% | +16.3% | +50.8% | +51.8% |
| 5Y | +74.7% | -25.1% | +99.7% | +89.2% |
| 10Y | +376.2% | +121.1% | +255.1% | +219.1% |
| All | +7,537.8% | +3,246.2% | +4,291.7% | +1,580.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling