+65.5%
A vs GRMN
+155.8%
-90.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.9% |
| 7D | -0.5% | -0.9% | +0.4% | -0.2% |
| 30D | 0.0% | +1.2% | -1.2% | -0.6% |
| 3M | +16.7% | -8.9% | +25.6% | +19.7% |
| 6M | +54.8% | +23.0% | +31.8% | +44.0% |
| YTD | +28.8% | +41.2% | -12.4% | +13.5% |
| 1Y | +19.3% | +47.5% | -28.2% | +3.6% |
| 3Y | +65.5% | +155.8% | -90.2% | +28.5% |
| All | +65.5% | +155.8% | -90.3% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling