+998.3%
DRI vs WU
-22.9%
+1,021.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | -0.3% | -5.3% | +4.9% | +1.7% |
| 30D | +10.8% | +9.0% | +1.8% | +7.0% |
| 3M | +0.9% | -3.6% | +4.5% | +1.8% |
| 6M | +16.3% | -19.4% | +35.7% | +23.8% |
| YTD | +27.8% | -21.7% | +49.5% | +36.6% |
| 1Y | +33.9% | -16.1% | +50.0% | +39.1% |
| 3Y | +67.2% | -24.1% | +91.3% | +76.1% |
| 5Y | +79.0% | -44.1% | +123.1% | +108.1% |
| 10Y | +332.2% | -39.6% | +371.8% | +383.4% |
| All | +998.3% | -22.9% | +1,021.2% | +862.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling