+251.0%
DIA vs GRMN
+628.0%
-377.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.3% |
| 7D | -1.2% | -1.4% | +0.2% | -0.7% |
| 30D | -2.7% | -13.1% | +10.4% | +2.2% |
| 3M | +3.3% | +14.9% | -11.7% | -2.8% |
| 6M | +10.4% | +13.1% | -2.7% | +4.3% |
| YTD | +10.0% | +35.3% | -25.3% | -3.4% |
| 1Y | +16.2% | +16.0% | +0.2% | +7.6% |
| 3Y | +58.7% | +179.6% | -120.9% | -4.5% |
| 5Y | +63.6% | +75.0% | -11.4% | +21.0% |
| 10Y | +251.0% | +644.1% | -393.1% | +39.6% |
| All | +251.0% | +628.0% | -377.0% | +39.6% |
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