+7,512.1%
DRI vs WY
+267.8%
+7,244.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.1% |
| 7D | -0.3% | -5.4% | +5.1% | +2.0% |
| 30D | +10.8% | +7.9% | +3.0% | +7.3% |
| 3M | +0.9% | -16.6% | +17.5% | +8.5% |
| 6M | +16.3% | -11.2% | +27.5% | +21.3% |
| YTD | +27.8% | -11.3% | +39.1% | +32.7% |
| 1Y | +33.9% | -5.5% | +39.4% | +35.3% |
| 3Y | +67.2% | -25.4% | +92.6% | +82.8% |
| 5Y | +79.0% | -32.4% | +111.4% | +101.4% |
| 10Y | +332.2% | +3.8% | +328.4% | +293.7% |
| All | +7,512.1% | +267.8% | +7,244.3% | +4,110.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling