+353.6%
DRI vs PFGC
+287.3%
+66.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | -4.8% | -3.7% | -1.1% | -3.0% |
| 30D | -3.9% | -16.0% | +12.0% | +4.4% |
| 3M | +5.1% | -4.1% | +9.2% | +6.8% |
| 6M | +5.5% | +8.7% | -3.2% | +0.4% |
| YTD | +16.5% | +6.4% | +10.1% | +11.0% |
| 1Y | +2.0% | -8.4% | +10.4% | +4.4% |
| 3Y | +54.5% | +61.8% | -7.3% | +15.9% |
| 5Y | +66.6% | +108.7% | -42.1% | +5.1% |
| 10Y | +353.6% | +298.1% | +55.5% | +103.8% |
| All | +353.6% | +287.3% | +66.3% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PFGC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling