+234.1%
ABT vs GRMN
+628.7%
-394.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.5% |
| 7D | -1.3% | -0.9% | -0.4% | -1.0% |
| 30D | +6.0% | +1.2% | +4.9% | +5.6% |
| 3M | -1.9% | -8.9% | +7.0% | +0.7% |
| 6M | +31.2% | +23.0% | +8.2% | +21.8% |
| YTD | -11.2% | +41.2% | -52.5% | -21.8% |
| 1Y | -14.0% | +47.5% | -61.5% | -25.3% |
| 3Y | +20.7% | +155.8% | -135.1% | -21.5% |
| 5Y | -6.7% | +120.2% | -126.8% | -36.4% |
| All | +234.1% | +628.7% | -394.6% | +38.5% |
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