+1,055.3%
DELL vs GRMN
+73.8%
+981.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.4% | -5.4% |
| 7D | -1.9% | -1.8% | -0.1% | -1.0% |
| 30D | +14.9% | -12.1% | +27.0% | +22.7% |
| 3M | +37.2% | +18.0% | +19.2% | +24.0% |
| 6M | +254.0% | +13.7% | +240.3% | +225.7% |
| YTD | +306.1% | +35.3% | +270.8% | +239.0% |
| 1Y | +312.3% | +17.2% | +295.0% | +270.2% |
| 3Y | +654.0% | +179.6% | +474.4% | +311.9% |
| 5Y | +1,055.3% | +75.6% | +979.8% | +587.8% |
| All | +1,055.3% | +73.8% | +981.5% | +587.8% |
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