+964.9%
DRI vs UUUU
-91.9%
+1,056.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -1.9% |
| 7D | -1.2% | +2.8% | -4.0% | -1.4% |
| 30D | -0.4% | +3.4% | -3.8% | -0.6% |
| 3M | +9.5% | -3.9% | +13.4% | +9.4% |
| 6M | +6.5% | -23.2% | +29.6% | +7.0% |
| YTD | +18.4% | +0.6% | +17.9% | +16.9% |
| 1Y | +4.2% | +22.9% | -18.6% | +1.1% |
| 3Y | +57.1% | +98.6% | -41.6% | +45.9% |
| 5Y | +70.4% | +130.2% | -59.8% | +54.3% |
| 10Y | +354.0% | +519.5% | -165.5% | +276.3% |
| All | +964.9% | -91.9% | +1,056.8% | +736.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded UUUU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling