+368.4%
ALL vs GRMN
+655.8%
-287.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.2% |
| 7D | -0.1% | +6.3% | -6.5% | -1.9% |
| 30D | +13.8% | +7.6% | +6.2% | +11.3% |
| 3M | -2.8% | -7.5% | +4.7% | -0.8% |
| 6M | +23.7% | +21.2% | +2.4% | +15.4% |
| YTD | +27.3% | +44.0% | -16.8% | +11.4% |
| 1Y | +30.5% | +44.7% | -14.2% | +13.9% |
| 3Y | +113.0% | +160.5% | -47.5% | +40.6% |
| 5Y | +157.6% | +124.6% | +32.9% | +78.1% |
| 10Y | +368.4% | +651.6% | -283.3% | +106.1% |
| All | +368.4% | +655.8% | -287.4% | +106.1% |
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