+354.0%
DRI vs TECH
+178.6%
+175.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -0.4% | +0.1% | -0.5% | -0.4% |
| 3M | +9.5% | +37.5% | -28.0% | +0.2% |
| 6M | +6.5% | +34.6% | -28.1% | -3.5% |
| YTD | +18.4% | +23.5% | -5.1% | +9.5% |
| 1Y | +4.2% | +34.4% | -30.2% | -6.6% |
| 3Y | +57.1% | +2.3% | +54.8% | +46.3% |
| 5Y | +70.4% | -41.7% | +112.1% | +88.2% |
| 10Y | +354.0% | +177.6% | +176.4% | +162.9% |
| All | +354.0% | +178.6% | +175.4% | +162.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling