+317.9%
DRI vs WING
+620.6%
-302.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +0.7% |
| 7D | -0.3% | -3.9% | +3.6% | +0.6% |
| 30D | +10.8% | +26.6% | -15.8% | +3.5% |
| 3M | +0.9% | +42.5% | -41.6% | -9.5% |
| 6M | +16.3% | +29.4% | -13.1% | +5.7% |
| YTD | +27.8% | -32.8% | +60.6% | +36.3% |
| 1Y | +33.9% | -33.5% | +67.3% | +42.6% |
| 3Y | +67.2% | -23.4% | +90.6% | +54.8% |
| 5Y | +79.0% | -0.4% | +79.4% | +40.8% |
| All | +317.9% | +620.6% | -302.6% | +53.9% |
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