+113.0%
DAL vs GRMN
+119.4%
-6.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.6% | -2.6% | -3.8% |
| 7D | +1.4% | -0.1% | +1.5% | +1.5% |
| 30D | +9.1% | +3.5% | +5.5% | +7.1% |
| 3M | -3.5% | -7.3% | +3.8% | +0.2% |
| 6M | +23.4% | +21.8% | +1.6% | +9.2% |
| YTD | +26.0% | +42.8% | -16.8% | +1.2% |
| 1Y | +44.6% | +46.5% | -1.8% | +14.6% |
| 3Y | +162.7% | +158.3% | +4.4% | +43.3% |
| 5Y | +113.0% | +122.6% | -9.7% | +21.8% |
| All | +113.0% | +119.4% | -6.5% | +21.8% |
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