+25.3%
DG vs GRMN
+18.2%
+7.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +8.4% | -2.9% | +11.3% | +9.1% |
| 30D | +4.9% | -8.4% | +13.4% | +7.0% |
| 3M | +29.3% | +15.0% | +14.3% | +24.2% |
| 6M | -11.3% | +11.2% | -22.5% | -14.1% |
| YTD | +1.8% | +37.7% | -35.9% | -6.9% |
| 1Y | +25.3% | +18.5% | +6.9% | +18.2% |
| All | +25.3% | +18.2% | +7.1% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling