+7,085.5%
DRI vs SUI
+3,141.0%
+3,944.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +0.6% | -2.8% | +3.4% | +1.9% |
| 30D | +3.8% | -1.2% | +5.0% | +4.3% |
| 3M | +13.0% | -1.7% | +14.8% | +13.7% |
| 6M | +8.3% | -10.5% | +18.8% | +13.4% |
| YTD | +20.6% | -1.8% | +22.5% | +21.1% |
| 1Y | +6.5% | -4.1% | +10.5% | +7.7% |
| 3Y | +53.7% | +11.3% | +42.5% | +42.3% |
| 5Y | +72.7% | -32.1% | +104.8% | +95.5% |
| 10Y | +363.2% | +110.4% | +252.7% | +217.3% |
| All | +7,085.5% | +3,141.0% | +3,944.5% | +1,506.5% |
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