+114.8%
ALL vs GRMN
+76.7%
+38.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -1.7% | +0.2% | -1.9% | -1.7% |
| 30D | -4.7% | -11.3% | +6.6% | -2.7% |
| 3M | +18.4% | +17.7% | +0.7% | +14.4% |
| 6M | +20.5% | +14.2% | +6.3% | +16.8% |
| YTD | +23.5% | +37.0% | -13.5% | +15.0% |
| 1Y | +29.0% | +17.0% | +12.0% | +23.9% |
| 3Y | +153.7% | +183.2% | -29.5% | +86.6% |
| 5Y | +114.8% | +77.3% | +37.5% | +72.8% |
| All | +114.8% | +76.7% | +38.1% | +72.8% |
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