+78.8%
DRI vs TENB
-21.4%
+100.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.1% |
| 7D | -0.7% | -9.3% | +8.6% | +0.2% |
| 30D | +14.7% | +5.3% | +9.4% | +13.8% |
| 3M | +5.4% | +13.5% | -8.0% | +3.3% |
| 6M | +18.8% | +101.5% | -82.6% | +7.0% |
| YTD | +28.4% | +82.4% | -54.1% | +16.4% |
| 1Y | +37.7% | +53.0% | -15.4% | +28.4% |
| 3Y | +68.0% | +14.8% | +53.2% | +62.1% |
| 5Y | +78.8% | -21.2% | +100.0% | +80.7% |
| All | +78.8% | -21.4% | +100.2% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 TENB 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