-42.9%
ACN vs GRMN
+76.7%
-119.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -4.8% | +0.2% | -5.0% | -4.9% |
| 30D | +1.9% | -11.3% | +13.2% | +6.0% |
| 3M | +3.9% | +17.7% | -13.8% | -2.0% |
| 6M | -15.0% | +14.2% | -29.2% | -19.3% |
| YTD | -31.9% | +37.0% | -68.9% | -39.4% |
| 1Y | -28.5% | +17.0% | -45.5% | -33.2% |
| 3Y | -41.9% | +183.2% | -225.1% | -65.4% |
| 5Y | -42.9% | +77.3% | -120.1% | -60.4% |
| All | -42.9% | +76.7% | -119.5% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling