+579.1%
AU vs GRMN
+189.8%
+389.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | -0.1% |
| 7D | -4.3% | +2.0% | -6.3% | -4.6% |
| 30D | +7.3% | -8.8% | +16.1% | +8.9% |
| 3M | +26.3% | +19.0% | +7.3% | +22.3% |
| 6M | +1.8% | +20.7% | -19.0% | -1.4% |
| YTD | +26.8% | +40.5% | -13.7% | +21.2% |
| 1Y | +66.7% | +19.1% | +47.6% | +60.9% |
| 3Y | +579.1% | +182.7% | +396.4% | +508.7% |
| All | +579.1% | +189.8% | +389.3% | +508.7% |
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 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