+9,164.3%
DRI vs TD
+8,075.2%
+1,089.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.1% | +1.1% | -0.1% | +0.5% |
| 30D | +9.7% | +5.2% | +4.5% | +7.1% |
| 3M | +3.2% | +1.2% | +2.0% | +2.4% |
| 6M | +20.6% | +17.7% | +2.8% | +11.1% |
| YTD | +28.3% | +34.2% | -6.0% | +10.8% |
| 1Y | +34.5% | +55.4% | -20.9% | +8.4% |
| 3Y | +66.5% | +130.4% | -63.9% | +10.0% |
| 5Y | +79.6% | +101.8% | -22.2% | +25.2% |
| 10Y | +333.8% | +301.9% | +31.9% | +127.7% |
| All | +9,164.3% | +8,075.2% | +1,089.2% | +2,010.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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