+338.1%
DRI vs WCN
+235.2%
+102.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.3% |
| 7D | -4.8% | -4.4% | -0.4% | -2.5% |
| 30D | -5.2% | -4.4% | -0.8% | -2.9% |
| 3M | +2.7% | +0.5% | +2.3% | +2.2% |
| 6M | +3.6% | -3.3% | +6.9% | +4.8% |
| YTD | +15.4% | -8.5% | +23.9% | +19.8% |
| 1Y | +1.3% | -8.9% | +10.2% | +5.1% |
| 3Y | +53.1% | +18.0% | +35.1% | +31.3% |
| 5Y | +64.6% | +25.0% | +39.5% | +32.3% |
| All | +338.1% | +235.2% | +102.8% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WCN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling