+70.8%
DRI vs WU
-21.7%
+92.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +3.1% | +9.1% | -5.9% | +1.2% |
| 30D | +16.2% | +12.1% | +4.2% | +13.5% |
| 3M | +8.4% | +0.3% | +8.0% | +8.0% |
| 6M | +19.0% | -19.1% | +38.1% | +23.8% |
| YTD | +28.8% | -19.2% | +48.1% | +33.4% |
| 1Y | +33.1% | -15.3% | +48.4% | +36.0% |
| 3Y | +70.8% | -21.3% | +92.1% | +77.4% |
| All | +70.8% | -21.7% | +92.5% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling