+353.6%
DRI vs GAP
+28.3%
+325.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +2.9% | -0.4% |
| 7D | -4.8% | -3.2% | -1.6% | -4.0% |
| 30D | -3.9% | -0.7% | -3.2% | -4.1% |
| 3M | +5.1% | -0.5% | +5.6% | +4.6% |
| 6M | +5.5% | -5.0% | +10.5% | +5.3% |
| YTD | +16.5% | -14.7% | +31.1% | +19.0% |
| 1Y | +2.0% | -8.6% | +10.6% | +1.4% |
| 3Y | +54.5% | +108.4% | -53.9% | +3.9% |
| 5Y | +66.6% | +5.8% | +60.8% | +30.3% |
| 10Y | +353.6% | +29.6% | +324.0% | +132.1% |
| All | +353.6% | +28.3% | +325.4% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded GAP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling