+343.0%
DRI vs WY
+7.6%
+335.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -3.2% | -4.2% | +0.9% | -0.9% |
| 30D | -7.8% | -10.1% | +2.3% | -2.3% |
| 3M | +0.4% | -8.5% | +8.9% | +4.7% |
| 6M | +4.8% | -3.3% | +8.1% | +5.7% |
| YTD | +16.7% | -4.4% | +21.1% | +17.8% |
| 1Y | +1.5% | -11.5% | +13.0% | +6.7% |
| 3Y | +56.3% | -24.3% | +80.6% | +74.0% |
| 5Y | +66.4% | -21.3% | +87.7% | +75.9% |
| All | +343.0% | +7.6% | +335.5% | +235.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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