+7,085.5%
DRI vs WY
+313.8%
+6,771.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.9% |
| 7D | +0.6% | -1.7% | +2.3% | +1.3% |
| 30D | +3.8% | -10.1% | +13.9% | +8.4% |
| 3M | +13.0% | -5.1% | +18.2% | +15.0% |
| 6M | +8.3% | -4.8% | +13.1% | +9.8% |
| YTD | +20.6% | -0.2% | +20.9% | +19.5% |
| 1Y | +6.5% | -6.6% | +13.1% | +8.2% |
| 3Y | +53.7% | -22.7% | +76.4% | +65.9% |
| 5Y | +72.7% | -22.2% | +94.9% | +83.4% |
| 10Y | +363.2% | +7.3% | +355.9% | +314.0% |
| All | +7,085.5% | +313.8% | +6,771.7% | +3,694.0% |
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