+1,315.3%
AMAT vs GRMN
+693.0%
+622.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.2% | +9.2% | +10.1% |
| 7D | -1.1% | +6.4% | -7.4% | -4.8% |
| 30D | -26.9% | +8.7% | -35.7% | -31.1% |
| 3M | -31.2% | -5.8% | -25.4% | -29.3% |
| 6M | -14.7% | +22.5% | -37.3% | -27.9% |
| YTD | +44.7% | +45.6% | -0.9% | +8.7% |
| 1Y | +62.0% | +47.5% | +14.5% | +20.7% |
| 3Y | +165.0% | +166.2% | -1.3% | +13.2% |
| 5Y | +147.1% | +124.1% | +23.0% | +20.2% |
| 10Y | +1,315.3% | +668.0% | +647.2% | +235.0% |
| All | +1,315.3% | +693.0% | +622.3% | +235.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling