+54.5%
DRI vs UUUU
+83.7%
-29.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.8% |
| 7D | -4.8% | -5.0% | +0.2% | -4.7% |
| 30D | -5.2% | -7.8% | +2.6% | -5.1% |
| 3M | +2.7% | -0.4% | +3.2% | +2.7% |
| 6M | +3.6% | -32.9% | +36.5% | +4.3% |
| YTD | +15.4% | -6.3% | +21.7% | +14.7% |
| 1Y | +1.3% | +7.9% | -6.7% | 0.0% |
| All | +54.5% | +83.7% | -29.2% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling