+31.5%
DLTR vs GRMN
+73.8%
-42.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -9.4% | -1.8% | -7.7% | -9.0% |
| 30D | -7.3% | -12.1% | +4.8% | -4.1% |
| 3M | +7.6% | +18.0% | -10.4% | +2.2% |
| 6M | +1.6% | +13.7% | -12.1% | -2.7% |
| YTD | -3.5% | +35.3% | -38.8% | -12.2% |
| 1Y | +20.0% | +17.2% | +2.8% | +13.2% |
| 3Y | +2.3% | +179.6% | -177.3% | -29.9% |
| 5Y | +31.5% | +75.6% | -44.0% | -2.3% |
| All | +31.5% | +73.8% | -42.3% | -2.3% |
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