+72.8%
AG vs GRMN
+75.7%
-2.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.3% | +2.5% |
| 7D | -0.1% | -1.4% | +1.3% | +0.4% |
| 30D | +12.5% | -13.1% | +25.5% | +18.1% |
| 3M | +28.2% | +14.9% | +13.2% | +20.7% |
| 6M | -18.8% | +13.1% | -31.9% | -22.9% |
| YTD | +27.4% | +35.3% | -7.9% | +14.4% |
| 1Y | +132.2% | +16.0% | +116.2% | +118.0% |
| 3Y | +286.9% | +179.6% | +107.3% | +142.2% |
| 5Y | +72.8% | +75.0% | -2.2% | +7.2% |
| All | +72.8% | +75.7% | -2.9% | +7.2% |
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