+33.9%
ALNY vs GRMN
+81.6%
-47.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.8% | -0.7% |
| 7D | -6.5% | +2.4% | -9.0% | -7.2% |
| 30D | +11.0% | -8.5% | +19.5% | +13.8% |
| 3M | -14.1% | +19.5% | -33.5% | -19.1% |
| 6M | -22.4% | +21.2% | -43.6% | -27.4% |
| YTD | -37.5% | +41.0% | -78.5% | -44.3% |
| 1Y | -46.9% | +19.6% | -66.5% | -50.5% |
| 3Y | +22.1% | +183.8% | -161.7% | -24.7% |
| All | +33.9% | +81.6% | -47.8% | -16.6% |
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