+392.2%
DAL vs GRMN
+838.2%
-445.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.4% | +2.3% |
| 7D | +8.8% | +4.7% | +4.1% | +6.5% |
| 30D | +5.4% | +3.4% | +2.0% | +3.7% |
| 3M | -4.9% | -5.0% | +0.1% | -2.8% |
| 6M | +19.8% | +18.6% | +1.3% | +9.0% |
| YTD | +27.0% | +42.5% | -15.5% | +5.3% |
| 1Y | +52.5% | +42.3% | +10.1% | +26.5% |
| 3Y | +173.8% | +158.5% | +15.4% | +67.1% |
| 5Y | +104.5% | +123.6% | -19.0% | +32.5% |
| 10Y | +129.7% | +682.5% | -552.8% | -14.6% |
| All | +392.2% | +838.2% | -445.9% | +31.1% |
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