+1,134.2%
DOV vs GRMN
+6,828.2%
-5,694.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | +3.0% | -0.9% | +3.9% | +3.3% |
| 30D | +8.6% | +1.2% | +7.4% | +8.0% |
| 3M | +1.9% | -8.9% | +10.8% | +4.5% |
| 6M | -1.7% | +23.0% | -24.7% | -8.8% |
| YTD | +8.3% | +41.2% | -32.9% | -4.2% |
| 1Y | +16.6% | +47.5% | -30.9% | +1.7% |
| 3Y | +65.1% | +155.8% | -90.6% | +18.5% |
| 5Y | +29.2% | +120.2% | -91.0% | -3.6% |
| 10Y | +329.7% | +629.9% | -300.2% | +128.5% |
| All | +1,134.2% | +6,828.2% | -5,694.1% | +255.2% |
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