+338.7%
DRI vs WU
-35.7%
+374.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.6% | -0.9% |
| 7D | +4.2% | +11.0% | -6.8% | -0.2% |
| 30D | +15.7% | +13.4% | +2.3% | +9.8% |
| 3M | +5.8% | +2.2% | +3.5% | +4.3% |
| 6M | +18.4% | -18.2% | +36.6% | +26.1% |
| YTD | +28.2% | -18.3% | +46.5% | +35.5% |
| 1Y | +35.9% | -12.2% | +48.1% | +38.8% |
| 3Y | +67.7% | -20.8% | +88.6% | +73.8% |
| 5Y | +77.9% | -42.6% | +120.5% | +110.4% |
| 10Y | +338.7% | -35.5% | +374.2% | +385.0% |
| All | +338.7% | -35.7% | +374.4% | +385.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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