+364.8%
ALL vs GRMN
+628.0%
-263.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.4% |
| 7D | -2.2% | -1.4% | -0.8% | -1.8% |
| 30D | -5.6% | -13.1% | +7.5% | -1.7% |
| 3M | +17.2% | +14.9% | +2.3% | +11.6% |
| 6M | +23.2% | +13.1% | +10.1% | +17.3% |
| YTD | +23.6% | +35.3% | -11.7% | +10.4% |
| 1Y | +29.2% | +16.0% | +13.2% | +20.8% |
| 3Y | +153.8% | +179.6% | -25.8% | +61.4% |
| 5Y | +116.1% | +75.0% | +41.1% | +65.9% |
| 10Y | +364.8% | +644.1% | -279.3% | +103.1% |
| All | +364.8% | +628.0% | -263.2% | +103.1% |
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