+3,523.8%
DLR vs GRMN
+2,145.4%
+1,378.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +2.1% |
| 7D | +5.0% | -0.1% | +5.1% | +5.0% |
| 30D | +3.0% | +3.5% | -0.5% | +1.8% |
| 3M | -6.3% | -7.3% | +1.1% | -4.4% |
| 6M | -4.8% | +21.8% | -26.5% | -11.2% |
| YTD | +21.0% | +42.8% | -21.8% | +6.9% |
| 1Y | +15.1% | +46.5% | -31.3% | +0.9% |
| 3Y | +56.0% | +158.3% | -102.3% | +11.3% |
| 5Y | +39.1% | +122.6% | -83.5% | +2.8% |
| 10Y | +193.3% | +638.0% | -444.7% | +49.0% |
| All | +3,523.8% | +2,145.4% | +1,378.4% | +1,181.4% |
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