+343.0%
DRI vs GRMN
+677.8%
-334.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | -0.6% |
| 7D | -3.2% | +2.4% | -5.7% | -4.2% |
| 30D | -7.8% | -8.5% | +0.6% | -4.6% |
| 3M | +0.4% | +19.5% | -19.1% | -7.4% |
| 6M | +4.8% | +21.2% | -16.4% | -4.2% |
| YTD | +16.7% | +41.0% | -24.3% | -0.7% |
| 1Y | +1.5% | +19.6% | -18.1% | -8.0% |
| 3Y | +56.3% | +183.8% | -127.5% | -14.7% |
| 5Y | +66.4% | +83.0% | -16.6% | +15.2% |
| All | +343.0% | +677.8% | -334.7% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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