+20.0%
AWK vs GRMN
+40.7%
-20.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.5% | -4.3% | +2.0% |
| 7D | +7.0% | +6.1% | +0.9% | +6.8% |
| 30D | +17.0% | +1.3% | +15.8% | +16.9% |
| 3M | +12.4% | -5.6% | +18.0% | +12.4% |
| 6M | +19.6% | +22.2% | -2.6% | +19.1% |
| YTD | +17.0% | +44.3% | -27.2% | +16.1% |
| 1Y | +20.0% | +43.1% | -23.1% | +19.0% |
| All | +20.0% | +40.7% | -20.6% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling