+40.4%
AVAV vs GRMN
+75.1%
-34.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -2.2% | -2.9% | +0.6% | -1.2% |
| 30D | -13.9% | -8.4% | -5.5% | -11.0% |
| 3M | -29.2% | +15.0% | -44.2% | -33.4% |
| 6M | -36.1% | +11.2% | -47.3% | -39.1% |
| YTD | -40.2% | +37.7% | -77.9% | -47.4% |
| 1Y | -36.2% | +18.5% | -54.7% | -41.0% |
| 3Y | +47.5% | +175.8% | -128.3% | -9.4% |
| All | +40.4% | +75.1% | -34.7% | -23.4% |
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