+15.2%
D vs GRMN
+122.2%
-107.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | +3.0% | +4.7% | -1.8% | +2.4% |
| 30D | +11.5% | +3.4% | +8.1% | +11.0% |
| 3M | +3.7% | -5.0% | +8.8% | +4.3% |
| 6M | +13.5% | +18.6% | -5.0% | +10.7% |
| YTD | +20.7% | +42.5% | -21.8% | +14.3% |
| 1Y | +18.2% | +42.3% | -24.1% | +11.8% |
| 3Y | +73.3% | +158.5% | -85.2% | +39.9% |
| All | +15.2% | +122.2% | -107.0% | -3.4% |
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 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