+140,282.0%
AAPL vs GRMN
+6,622.3%
+133,659.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | +1.0% | -11.3% | +12.3% | +4.6% |
| 3M | +5.0% | +17.7% | -12.8% | -0.7% |
| 6M | +23.0% | +14.2% | +8.9% | +17.1% |
| YTD | +16.6% | +37.0% | -20.4% | +4.7% |
| 1Y | +33.4% | +17.0% | +16.4% | +25.0% |
| 3Y | +79.9% | +183.2% | -103.3% | +26.0% |
| 5Y | +109.0% | +77.3% | +31.8% | +67.1% |
| 10Y | +1,210.4% | +630.9% | +579.5% | +609.8% |
| All | +140,282.0% | +6,622.3% | +133,659.7% | +39,267.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling