+353.6%
DRI vs WU
-40.9%
+394.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.3% |
| 7D | -4.8% | -4.9% | +0.1% | -2.9% |
| 30D | -3.9% | -1.3% | -2.6% | -3.6% |
| 3M | +5.1% | -3.6% | +8.6% | +4.6% |
| 6M | +5.5% | -24.3% | +29.8% | +16.0% |
| YTD | +16.5% | -21.1% | +37.6% | +25.2% |
| 1Y | +2.0% | -10.3% | +12.3% | +2.7% |
| 3Y | +54.5% | -28.4% | +82.9% | +67.3% |
| 5Y | +66.6% | -51.2% | +117.8% | +115.0% |
| 10Y | +353.6% | -39.6% | +393.3% | +417.0% |
| All | +353.6% | -40.9% | +394.5% | +417.0% |
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