+5,251.3%
DE vs GRMN
+6,622.3%
-1,371.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.7% |
| 7D | +0.7% | +0.2% | +0.5% | +0.6% |
| 30D | +9.6% | -11.3% | +21.0% | +13.5% |
| 3M | +19.0% | +17.7% | +1.3% | +12.3% |
| 6M | +16.1% | +14.2% | +1.9% | +10.4% |
| YTD | +47.0% | +37.0% | +10.0% | +32.0% |
| 1Y | +43.1% | +17.0% | +26.2% | +34.1% |
| 3Y | +77.5% | +183.2% | -105.7% | +23.3% |
| 5Y | +96.4% | +77.3% | +19.1% | +55.4% |
| 10Y | +852.9% | +630.9% | +222.0% | +400.7% |
| All | +5,251.3% | +6,622.3% | -1,371.0% | +1,460.6% |
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