+415.5%
DAL vs GRMN
+865.6%
-450.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.8% |
| 7D | +2.3% | +1.7% | +0.7% | +1.6% |
| 30D | +14.3% | +10.2% | +4.1% | +9.1% |
| 3M | +1.3% | -4.7% | +6.0% | +3.4% |
| 6M | +29.3% | +22.3% | +7.0% | +15.9% |
| YTD | +33.0% | +46.7% | -13.7% | +8.8% |
| 1Y | +59.8% | +49.6% | +10.2% | +29.6% |
| 3Y | +177.2% | +165.3% | +11.9% | +67.1% |
| 5Y | +118.4% | +130.3% | -12.0% | +39.5% |
| 10Y | +121.4% | +658.0% | -536.6% | -16.7% |
| All | +415.5% | +865.6% | -450.1% | +35.5% |
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