+208.8%
C vs GRMN
+655.8%
-447.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.8% |
| 7D | -0.4% | +6.3% | -6.7% | -3.4% |
| 30D | -5.2% | +7.6% | -12.7% | -9.0% |
| 3M | -9.1% | -7.5% | -1.6% | -6.1% |
| 6M | -1.6% | +21.2% | -22.8% | -13.0% |
| YTD | +6.9% | +44.0% | -37.1% | -14.5% |
| 1Y | +23.0% | +44.7% | -21.8% | -2.0% |
| 3Y | +216.1% | +160.5% | +55.6% | +66.4% |
| 5Y | +112.2% | +124.6% | -12.4% | +20.3% |
| 10Y | +208.8% | +651.6% | -442.8% | -10.4% |
| All | +208.8% | +655.8% | -447.0% | -10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling