+42.1%
DLR vs GRMN
+75.7%
-33.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +0.1% |
| 7D | +2.9% | -1.4% | +4.3% | +3.3% |
| 30D | -1.2% | -13.1% | +11.9% | +3.0% |
| 3M | +2.9% | +14.9% | -12.0% | -2.2% |
| 6M | +6.7% | +13.1% | -6.4% | +1.7% |
| YTD | +23.9% | +35.3% | -11.4% | +10.8% |
| 1Y | +18.6% | +16.0% | +2.6% | +11.4% |
| 3Y | +59.7% | +179.6% | -119.9% | -1.9% |
| 5Y | +42.1% | +75.0% | -33.0% | -6.1% |
| All | +42.1% | +75.7% | -33.6% | -6.1% |
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