+970.5%
ALL vs GRMN
+7,042.9%
-6,072.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.9% |
| 7D | -3.9% | +6.4% | -10.2% | -5.3% |
| 30D | +10.6% | +8.7% | +1.9% | +8.3% |
| 3M | -4.6% | -5.8% | +1.2% | -3.4% |
| 6M | +20.2% | +22.5% | -2.4% | +13.5% |
| YTD | +23.7% | +45.6% | -21.9% | +11.2% |
| 1Y | +27.9% | +47.5% | -19.6% | +14.5% |
| 3Y | +109.2% | +166.2% | -57.1% | +57.2% |
| 5Y | +148.0% | +124.1% | +23.9% | +92.3% |
| 10Y | +363.8% | +668.0% | -304.3% | +165.8% |
| All | +970.5% | +7,042.9% | -6,072.4% | +304.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling