+82.8%
DRI vs URA
+25.6%
+57.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.6% |
| 7D | +1.1% | -1.5% | +2.6% | +1.2% |
| 30D | +9.7% | -10.4% | +20.1% | +11.1% |
| 3M | +3.2% | -29.6% | +32.8% | +7.5% |
| 6M | +20.6% | -40.3% | +60.8% | +28.0% |
| YTD | +28.3% | -25.5% | +53.7% | +30.2% |
| 1Y | +34.5% | -26.4% | +61.0% | +36.5% |
| 3Y | +66.5% | +31.4% | +35.1% | +44.5% |
| All | +82.8% | +25.6% | +57.1% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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