+282.4%
B vs GRMN
+7,042.9%
-6,760.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.9% |
| 7D | +11.3% | +6.4% | +4.9% | +10.5% |
| 30D | +2.9% | +8.7% | -5.8% | +1.8% |
| 3M | -2.9% | -5.8% | +2.9% | -2.2% |
| 6M | -1.2% | +22.5% | -23.8% | -4.0% |
| YTD | -1.3% | +45.6% | -46.9% | -6.1% |
| 1Y | +30.4% | +47.5% | -17.0% | +23.9% |
| 3Y | +195.3% | +166.2% | +29.0% | +157.6% |
| 5Y | +146.2% | +124.1% | +22.1% | +117.5% |
| 10Y | +200.5% | +668.0% | -467.6% | +128.4% |
| All | +282.4% | +7,042.9% | -6,760.5% | +149.6% |
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