+415.3%
ASX vs GRMN
+122.2%
+293.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.5% |
| 7D | -19.9% | +4.7% | -24.7% | -21.3% |
| 30D | -30.9% | +3.4% | -34.3% | -32.0% |
| 3M | -15.1% | -5.0% | -10.1% | -13.8% |
| 6M | -6.5% | +18.6% | -25.1% | -14.2% |
| YTD | +98.4% | +42.5% | +55.9% | +67.6% |
| 1Y | +107.9% | +42.3% | +65.5% | +75.7% |
| 3Y | +325.3% | +158.5% | +166.8% | +136.8% |
| All | +415.3% | +122.2% | +293.1% | +224.3% |
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