+1,367.3%
AAPL vs GRMN
+628.7%
+738.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.9% |
| 7D | +4.1% | -0.9% | +5.0% | +4.5% |
| 30D | +4.0% | +1.2% | +2.8% | +3.3% |
| 3M | +16.8% | -8.9% | +25.7% | +21.1% |
| 6M | +19.4% | +23.0% | -3.6% | +6.8% |
| YTD | +31.5% | +41.2% | -9.7% | +8.9% |
| 1Y | +31.0% | +47.5% | -16.5% | +6.0% |
| 3Y | +95.3% | +155.8% | -60.5% | +9.3% |
| 5Y | +143.4% | +120.2% | +23.2% | +45.0% |
| All | +1,367.3% | +628.7% | +738.6% | +389.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling