+1,449.6%
NET vs DRI
+109.7%
+1,339.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.4% | -1.9% |
| 7D | -7.0% | +0.6% | -7.6% | -7.1% |
| 30D | -4.8% | +3.8% | -8.6% | -5.7% |
| 3M | +3.8% | +13.0% | -9.2% | +0.7% |
| 6M | +50.0% | +8.3% | +41.7% | +46.3% |
| YTD | +41.5% | +20.6% | +20.9% | +33.8% |
| 1Y | +32.8% | +6.5% | +26.4% | +29.0% |
| 3Y | +335.9% | +53.7% | +282.2% | +287.0% |
| 5Y | +113.8% | +72.7% | +41.2% | +83.9% |
| All | +1,449.6% | +109.7% | +1,339.8% | +1,546.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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