+345.5%
DRI vs WING
+742.9%
-397.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.4% | -6.9% | -0.7% |
| 7D | +3.1% | +8.6% | -5.4% | +0.8% |
| 30D | +16.2% | +44.8% | -28.5% | +4.8% |
| 3M | +8.4% | +51.9% | -43.6% | -4.4% |
| 6M | +19.0% | +37.2% | -18.2% | +6.6% |
| YTD | +28.8% | -25.3% | +54.1% | +33.7% |
| 1Y | +33.1% | -25.1% | +58.2% | +37.5% |
| 3Y | +70.8% | -12.9% | +83.7% | +52.6% |
| 5Y | +74.2% | +12.0% | +62.2% | +32.6% |
| 10Y | +345.5% | +716.5% | -371.0% | +58.5% |
| All | +345.5% | +742.9% | -397.4% | +58.5% |
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