+226.8%
ACWI vs GRMN
+634.0%
-407.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +0.5% | -2.9% | +3.4% | +1.5% |
| 30D | +0.9% | -8.4% | +9.3% | +4.0% |
| 3M | +2.4% | +15.0% | -12.6% | -3.5% |
| 6M | +12.4% | +11.2% | +1.2% | +6.9% |
| YTD | +15.2% | +37.7% | -22.5% | +0.8% |
| 1Y | +22.7% | +18.5% | +4.2% | +13.0% |
| 3Y | +75.8% | +175.8% | -100.0% | +7.4% |
| 5Y | +67.7% | +75.1% | -7.4% | +23.6% |
| All | +226.8% | +634.0% | -407.2% | +35.4% |
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 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