+145.0%
ALL vs GRMN
+122.2%
+22.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -1.9% | +4.7% | -6.7% | -2.7% |
| 30D | +13.8% | +3.4% | +10.4% | +13.1% |
| 3M | -7.0% | -5.0% | -2.0% | -6.3% |
| 6M | +18.0% | +18.6% | -0.6% | +13.8% |
| YTD | +24.2% | +42.5% | -18.3% | +14.8% |
| 1Y | +31.2% | +42.3% | -11.1% | +21.2% |
| 3Y | +107.5% | +158.5% | -50.9% | +58.1% |
| All | +145.0% | +122.2% | +22.8% | +94.6% |
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