+1,278.0%
AAPL vs GRMN
+677.8%
+600.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | -0.1% |
| 7D | +3.8% | +2.4% | +1.4% | +2.7% |
| 30D | +9.9% | -8.5% | +18.4% | +14.1% |
| 3M | +12.5% | +19.5% | -7.0% | +2.6% |
| 6M | +27.6% | +21.2% | +6.4% | +15.0% |
| YTD | +22.6% | +41.0% | -18.5% | +2.0% |
| 1Y | +45.0% | +19.6% | +25.4% | +29.6% |
| 3Y | +87.8% | +183.8% | -96.0% | -0.5% |
| 5Y | +128.7% | +83.0% | +45.7% | +52.1% |
| All | +1,278.0% | +677.8% | +600.2% | +374.5% |
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 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