+343.0%
DRI vs TRU
+147.2%
+195.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.2% | +0.7% |
| 7D | -3.2% | -2.7% | -0.5% | -2.1% |
| 30D | -7.8% | -2.0% | -5.8% | -7.3% |
| 3M | +0.4% | +18.4% | -18.1% | -7.5% |
| 6M | +4.8% | +8.9% | -4.1% | -0.9% |
| YTD | +16.7% | -8.9% | +25.7% | +17.5% |
| 1Y | +1.5% | -15.9% | +17.3% | +4.9% |
| 3Y | +56.3% | -1.1% | +57.3% | +37.1% |
| 5Y | +66.4% | -35.2% | +101.6% | +86.2% |
| All | +343.0% | +147.2% | +195.9% | +228.6% |
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