-18.5%
AMRZ vs GRMN
+46.4%
-64.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +1.2% | +4.7% | -3.5% | -0.3% |
| 30D | +15.1% | +3.4% | +11.7% | +13.7% |
| 3M | -18.1% | -5.0% | -13.0% | -17.0% |
| 6M | -23.5% | +18.6% | -42.0% | -28.9% |
| YTD | -21.6% | +42.5% | -64.1% | -31.4% |
| 1Y | -14.7% | +42.3% | -57.1% | -25.6% |
| All | -18.5% | +46.4% | -64.9% | -35.9% |
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