+71.6%
DRI vs GRMN
+117.6%
-45.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +2.8% | +4.7% | -1.9% | +1.6% |
| 30D | +13.3% | +3.4% | +9.8% | +12.2% |
| 3M | +8.2% | -5.0% | +13.2% | +9.4% |
| 6M | +17.5% | +18.6% | -1.0% | +11.5% |
| YTD | +26.9% | +42.5% | -15.6% | +13.7% |
| 1Y | +31.6% | +42.3% | -10.7% | +17.8% |
| 3Y | +67.0% | +158.5% | -91.5% | +12.4% |
| All | +71.6% | +117.6% | -45.9% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling