+67.0%
DRI vs WING
-19.7%
+86.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | +2.8% | +9.0% | -6.2% | +1.5% |
| 30D | +13.3% | +39.9% | -26.7% | +7.5% |
| 3M | +8.2% | +40.4% | -32.2% | +2.2% |
| 6M | +17.5% | +12.9% | +4.7% | +14.0% |
| YTD | +26.9% | -31.1% | +58.0% | +31.4% |
| 1Y | +31.6% | -32.7% | +64.3% | +36.4% |
| 3Y | +67.0% | -19.8% | +86.8% | +41.3% |
| All | +67.0% | -19.7% | +86.6% | +41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling