+70.4%
DRI vs GRMN
+76.7%
-6.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -0.4% | -11.3% | +10.9% | +2.7% |
| 3M | +9.5% | +17.7% | -8.2% | +4.5% |
| 6M | +6.5% | +14.2% | -7.7% | +2.2% |
| YTD | +18.4% | +37.0% | -18.6% | +7.7% |
| 1Y | +4.2% | +17.0% | -12.8% | -1.4% |
| 3Y | +57.1% | +183.2% | -126.1% | +2.8% |
| 5Y | +70.4% | +77.3% | -6.8% | +27.5% |
| All | +70.4% | +76.7% | -6.3% | +27.5% |
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