+50.6%
AA vs GRMN
+21.5%
+29.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -1.1% |
| 7D | -3.4% | +2.4% | -5.9% | -4.0% |
| 30D | -5.8% | -8.5% | +2.7% | -3.8% |
| 3M | -29.9% | +19.5% | -49.4% | -33.8% |
| 6M | -27.0% | +21.2% | -48.2% | -31.5% |
| YTD | -8.7% | +41.0% | -49.8% | -21.0% |
| 1Y | +50.6% | +19.6% | +31.1% | +40.1% |
| All | +50.6% | +21.5% | +29.2% | +40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling