+354.0%
DRI vs WING
+341.7%
+12.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -1.9% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | -0.4% | -6.0% | +5.6% | +0.9% |
| 3M | +9.5% | -23.5% | +33.0% | +16.3% |
| 6M | +6.5% | -52.0% | +58.4% | +27.1% |
| YTD | +18.4% | -53.8% | +72.2% | +41.1% |
| 1Y | +4.2% | -63.8% | +68.0% | +31.8% |
| 3Y | +57.1% | -30.8% | +87.9% | +47.5% |
| 5Y | +70.4% | -34.3% | +104.7% | +51.0% |
| 10Y | +354.0% | +352.4% | +1.6% | +90.1% |
| All | +354.0% | +341.7% | +12.3% | +90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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