+45.8%
AR vs GRMN
+182.7%
-136.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.7% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | +12.6% | -11.3% | +23.9% | +15.4% |
| 3M | +10.0% | +17.7% | -7.7% | +5.6% |
| 6M | +0.6% | +14.2% | -13.5% | -3.1% |
| YTD | +13.4% | +37.0% | -23.6% | +3.1% |
| 1Y | +21.7% | +17.0% | +4.7% | +15.9% |
| 3Y | +45.8% | +183.2% | -137.4% | +5.9% |
| All | +45.8% | +182.7% | -136.9% | +5.9% |
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 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