+992.0%
ASX vs GRMN
+628.0%
+364.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +4.1% |
| 7D | +11.1% | -1.4% | +12.5% | +11.8% |
| 30D | +9.6% | -13.1% | +22.7% | +16.5% |
| 3M | +18.6% | +14.9% | +3.7% | +9.5% |
| 6M | +92.1% | +13.1% | +79.0% | +78.7% |
| YTD | +158.5% | +35.3% | +123.2% | +119.7% |
| 1Y | +271.9% | +16.0% | +255.9% | +236.5% |
| 3Y | +465.2% | +179.6% | +285.6% | +202.2% |
| 5Y | +479.4% | +75.0% | +404.4% | +291.8% |
| 10Y | +992.0% | +644.1% | +347.9% | +335.1% |
| All | +992.0% | +628.0% | +364.0% | +335.1% |
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