+7,540.2%
DRI vs WY
+274.1%
+7,266.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.3% |
| 7D | +1.1% | -0.8% | +1.9% | +1.4% |
| 30D | +9.7% | +10.1% | -0.4% | +5.3% |
| 3M | +3.2% | -15.4% | +18.6% | +10.3% |
| 6M | +20.6% | -8.3% | +28.9% | +24.0% |
| YTD | +28.3% | -9.8% | +38.1% | +32.2% |
| 1Y | +34.5% | -3.9% | +38.4% | +35.0% |
| 3Y | +66.5% | -23.3% | +89.8% | +80.0% |
| 5Y | +79.6% | -31.2% | +110.9% | +100.8% |
| 10Y | +333.8% | +5.5% | +328.2% | +292.4% |
| All | +7,540.2% | +274.1% | +7,266.1% | +4,096.4% |
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