+17.5%
AWK vs GRMN
+45.3%
-27.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.7% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +14.2% | +3.5% | +10.6% | +14.1% |
| 3M | +10.0% | -7.3% | +17.4% | +10.1% |
| 6M | +17.1% | +21.8% | -4.7% | +16.5% |
| YTD | +16.1% | +42.8% | -26.7% | +14.6% |
| 1Y | +17.5% | +46.5% | -28.9% | +15.3% |
| All | +17.5% | +45.3% | -27.7% | +15.3% |
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 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