+317.9%
DRI vs TRU
+182.8%
+135.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | 0.0% |
| 7D | -0.3% | -2.2% | +1.8% | +0.5% |
| 30D | +10.8% | +20.2% | -9.3% | +2.4% |
| 3M | +0.9% | +2.2% | -1.3% | -0.9% |
| 6M | +16.3% | +17.6% | -1.3% | +6.5% |
| YTD | +27.8% | -5.0% | +32.7% | +25.6% |
| 1Y | +33.9% | -1.0% | +34.8% | +29.0% |
| 3Y | +67.2% | +56.5% | +10.7% | +16.4% |
| 5Y | +79.0% | -26.2% | +105.2% | +85.1% |
| All | +317.9% | +182.8% | +135.2% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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