+91.0%
AMGN vs GRMN
+155.8%
-64.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +1.1% | -0.9% | +2.0% | +1.3% |
| 30D | +9.3% | +1.2% | +8.1% | +9.0% |
| 3M | +12.1% | -8.9% | +21.0% | +13.4% |
| 6M | +40.3% | +23.0% | +17.3% | +35.4% |
| YTD | +45.2% | +41.2% | +4.0% | +37.3% |
| 1Y | +42.4% | +47.5% | -5.1% | +33.9% |
| 3Y | +91.0% | +155.8% | -64.7% | +57.0% |
| All | +91.0% | +155.8% | -64.8% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling