+77.3%
GRMN vs DAR
-8.5%
+85.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.4% | -1.0% |
| 7D | +0.2% | -0.9% | +1.1% | +0.3% |
| 30D | -11.3% | +13.0% | -24.3% | -13.2% |
| 3M | +17.7% | +15.0% | +2.7% | +14.6% |
| 6M | +14.2% | +26.8% | -12.7% | +8.9% |
| YTD | +37.0% | +86.4% | -49.4% | +22.1% |
| 1Y | +17.0% | +115.1% | -98.1% | +1.2% |
| 3Y | +183.2% | +14.6% | +168.6% | +169.4% |
| 5Y | +77.3% | -8.8% | +86.0% | +68.7% |
| All | +77.3% | -8.5% | +85.8% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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