+838.7%
DLTR vs GRMN
+6,655.2%
-5,816.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +2.5% | -2.9% | +5.3% | +3.0% |
| 30D | +2.1% | -8.4% | +10.5% | +3.9% |
| 3M | +20.3% | +15.0% | +5.3% | +16.4% |
| 6M | +11.5% | +11.2% | +0.3% | +8.5% |
| YTD | +6.8% | +37.7% | -30.9% | -0.7% |
| 1Y | +31.1% | +18.5% | +12.6% | +25.4% |
| 3Y | +10.7% | +175.8% | -165.1% | -12.6% |
| 5Y | +41.6% | +75.1% | -33.5% | +21.5% |
| 10Y | +58.1% | +637.0% | -578.9% | +2.7% |
| All | +838.7% | +6,655.2% | -5,816.5% | +214.4% |
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