+7,085.5%
DRI vs GPC
+1,386.9%
+5,698.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.2% |
| 7D | +0.6% | +1.2% | -0.6% | -0.1% |
| 30D | +3.8% | +6.0% | -2.1% | +0.4% |
| 3M | +13.0% | +42.6% | -29.6% | -8.8% |
| 6M | +8.3% | +22.8% | -14.4% | -5.5% |
| YTD | +20.6% | +15.5% | +5.2% | +7.2% |
| 1Y | +6.5% | +2.0% | +4.4% | +1.6% |
| 3Y | +53.7% | -1.4% | +55.1% | +41.6% |
| 5Y | +72.7% | +30.6% | +42.1% | +30.8% |
| 10Y | +363.2% | +80.6% | +282.5% | +178.5% |
| All | +7,085.5% | +1,386.9% | +5,698.6% | +1,376.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling