+82.8%
DRI vs GPC
+4.3%
+78.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | +1.1% | +0.4% | +0.6% | +0.9% |
| 30D | +9.7% | -6.3% | +16.0% | +12.0% |
| 3M | +3.2% | -8.2% | +11.3% | +6.0% |
| 6M | +20.6% | +27.1% | -6.5% | +10.3% |
| YTD | +28.3% | +3.1% | +25.1% | +24.0% |
| 1Y | +34.5% | +0.1% | +34.5% | +31.6% |
| 3Y | +66.5% | +0.2% | +66.3% | +56.2% |
| All | +82.8% | +4.3% | +78.4% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 5y: compounded portfolio wealth divided by compounded GPC 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…
5y analysis · Full analysis span regression · 6 months rolling