+420.7%
AME vs GRMN
+646.0%
-225.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.1% |
| 7D | +1.3% | -1.4% | +2.7% | +1.9% |
| 30D | -6.6% | -13.1% | +6.5% | -0.8% |
| 3M | +3.0% | +14.9% | -12.0% | -4.4% |
| 6M | +5.3% | +13.1% | -7.8% | -1.8% |
| YTD | +15.4% | +35.3% | -19.9% | -1.3% |
| 1Y | +26.8% | +16.0% | +10.8% | +15.6% |
| 3Y | +56.5% | +179.6% | -123.1% | -15.8% |
| 5Y | +85.2% | +75.0% | +10.2% | +29.3% |
| All | +420.7% | +646.0% | -225.3% | +60.6% |
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 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