+386.9%
DRI vs PFGC
+419.1%
-32.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +0.6% | -2.2% | +2.8% | +1.6% |
| 30D | +3.8% | -11.9% | +15.8% | +9.9% |
| 3M | +13.0% | +5.0% | +8.0% | +10.0% |
| 6M | +8.3% | +8.6% | -0.3% | +3.3% |
| YTD | +20.6% | +9.7% | +10.9% | +13.6% |
| 1Y | +6.5% | -6.3% | +12.7% | +7.8% |
| 3Y | +53.7% | +58.2% | -4.5% | +18.4% |
| 5Y | +72.7% | +110.4% | -37.8% | +11.4% |
| 10Y | +363.2% | +272.8% | +90.4% | +115.9% |
| All | +386.9% | +419.1% | -32.2% | +127.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling