+854.6%
DE vs GRMN
+646.1%
+208.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.4% | -1.8% | -0.6% | -1.7% |
| 30D | +9.7% | -12.1% | +21.8% | +15.4% |
| 3M | +21.4% | +18.0% | +3.4% | +11.9% |
| 6M | +15.0% | +13.7% | +1.3% | +7.4% |
| YTD | +46.4% | +35.3% | +11.1% | +26.3% |
| 1Y | +45.6% | +17.2% | +28.4% | +32.5% |
| 3Y | +76.8% | +179.6% | -102.9% | -1.4% |
| 5Y | +99.4% | +75.6% | +23.9% | +41.9% |
| All | +854.6% | +646.1% | +208.5% | +227.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling