+50.4%
AMZN vs GRMN
+119.5%
-69.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.2% |
| 7D | +2.8% | -0.9% | +3.7% | +3.2% |
| 30D | +5.0% | +1.2% | +3.8% | +4.1% |
| 3M | +0.6% | -8.9% | +9.5% | +4.3% |
| 6M | -1.3% | +23.0% | -24.3% | -12.2% |
| YTD | +15.5% | +41.2% | -25.7% | -5.0% |
| 1Y | +12.2% | +47.5% | -35.3% | -9.9% |
| 3Y | +87.0% | +155.8% | -68.7% | -3.5% |
| All | +50.4% | +119.5% | -69.1% | -19.7% |
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