+84.8%
AME vs GRMN
+76.7%
+8.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +2.8% | +0.2% | +2.6% | +2.7% |
| 30D | -6.3% | -11.3% | +5.1% | -3.0% |
| 3M | +5.4% | +17.7% | -12.3% | -0.4% |
| 6M | +7.4% | +14.2% | -6.7% | +2.4% |
| YTD | +16.2% | +37.0% | -20.9% | +4.3% |
| 1Y | +26.8% | +17.0% | +9.8% | +19.1% |
| 3Y | +57.5% | +183.2% | -125.7% | +2.4% |
| 5Y | +84.8% | +77.3% | +7.6% | +32.3% |
| All | +84.8% | +76.7% | +8.2% | +32.3% |
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