+267.0%
B vs GRMN
+6,890.4%
-6,623.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +9.6% | +4.7% | +4.9% | +9.0% |
| 30D | +3.5% | +3.4% | +0.1% | +3.0% |
| 3M | -1.6% | -5.0% | +3.5% | -1.0% |
| 6M | -1.7% | +18.6% | -20.2% | -4.1% |
| YTD | -5.3% | +42.5% | -47.8% | -9.7% |
| 1Y | +27.2% | +42.3% | -15.1% | +21.4% |
| 3Y | +166.1% | +158.5% | +7.6% | +133.0% |
| 5Y | +136.5% | +123.6% | +12.9% | +109.0% |
| 10Y | +172.2% | +682.5% | -510.3% | +106.5% |
| All | +267.0% | +6,890.4% | -6,623.5% | +140.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling