+3,310.4%
V vs DRI
+1,366.5%
+1,943.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | +2.2% | +2.8% | -0.6% | +1.2% |
| 30D | +13.6% | +13.3% | +0.3% | +8.6% |
| 3M | +14.3% | +8.2% | +6.1% | +10.7% |
| 6M | +33.1% | +17.5% | +15.6% | +24.7% |
| YTD | +21.2% | +26.9% | -5.7% | +9.8% |
| 1Y | +26.4% | +31.6% | -5.1% | +12.9% |
| 3Y | +77.6% | +67.0% | +10.6% | +42.7% |
| 5Y | +102.6% | +72.9% | +29.7% | +58.2% |
| 10Y | +464.4% | +371.3% | +93.1% | +167.0% |
| All | +3,310.4% | +1,366.5% | +1,943.8% | +741.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling