+156.1%
ALL vs GRMN
+184.1%
-28.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | 0.0% | -2.9% | +2.9% | +0.3% |
| 30D | -1.5% | -8.4% | +6.9% | -0.6% |
| 3M | +23.6% | +15.0% | +8.6% | +21.3% |
| 6M | +22.3% | +11.2% | +11.1% | +20.4% |
| YTD | +26.5% | +37.7% | -11.2% | +20.6% |
| 1Y | +27.0% | +18.5% | +8.5% | +23.7% |
| All | +156.1% | +184.1% | -28.0% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling