+113.6%
C vs GRMN
+119.5%
-5.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.3% |
| 7D | +4.2% | -0.9% | +5.1% | +4.5% |
| 30D | +2.0% | +1.2% | +0.8% | +1.4% |
| 3M | -10.1% | -8.9% | -1.2% | -7.4% |
| 6M | +1.0% | +23.0% | -22.0% | -8.3% |
| YTD | +8.5% | +41.2% | -32.8% | -7.2% |
| 1Y | +25.7% | +47.5% | -21.8% | +5.7% |
| 3Y | +216.0% | +155.8% | +60.2% | +102.0% |
| All | +113.6% | +119.5% | -5.9% | +34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling