+126.7%
AMAT vs GRMN
+122.2%
+4.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.4% |
| 7D | -14.7% | +4.7% | -19.4% | -16.7% |
| 30D | -36.1% | +3.4% | -39.5% | -37.6% |
| 3M | -36.9% | -5.0% | -31.8% | -35.7% |
| 6M | -22.2% | +18.6% | -40.8% | -30.9% |
| YTD | +29.9% | +42.5% | -12.6% | +3.8% |
| 1Y | +43.3% | +42.3% | +0.9% | +14.6% |
| 3Y | +142.7% | +158.5% | -15.8% | +12.1% |
| All | +126.7% | +122.2% | +4.5% | +22.6% |
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