+2,710.3%
DRI vs GRMN
+6,890.4%
-4,180.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +2.8% | +4.7% | -1.9% | +1.7% |
| 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% | +11.9% |
| YTD | +26.9% | +42.5% | -15.6% | +14.8% |
| 1Y | +31.6% | +42.3% | -10.7% | +19.0% |
| 3Y | +67.0% | +158.5% | -91.5% | +26.2% |
| 5Y | +72.9% | +123.6% | -50.7% | +34.5% |
| 10Y | +371.3% | +682.5% | -311.2% | +177.2% |
| All | +2,710.3% | +6,890.4% | -4,180.1% | +1,113.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling