+4,681.2%
DELL vs GRMN
+551.5%
+4,129.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +14.9% | -2.9% | +17.7% | +16.7% |
| 30D | +13.3% | -8.4% | +21.7% | +18.8% |
| 3M | +24.4% | +15.0% | +9.4% | +13.8% |
| 6M | +258.0% | +11.2% | +246.8% | +232.6% |
| YTD | +320.2% | +37.7% | +282.5% | +247.2% |
| 1Y | +319.1% | +18.5% | +300.6% | +274.1% |
| 3Y | +706.5% | +175.8% | +530.7% | +343.9% |
| 5Y | +1,071.9% | +75.1% | +996.8% | +701.9% |
| 10Y | +4,683.5% | +637.0% | +4,046.4% | +1,733.1% |
| All | +4,681.2% | +551.5% | +4,129.7% | +1,823.2% |
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