+8.3%
DIS vs GRMN
+40.7%
-32.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.5% | -2.3% | +2.7% |
| 7D | +9.1% | +6.1% | +3.0% | +7.6% |
| 30D | +14.8% | +1.3% | +13.5% | +14.3% |
| 3M | +21.2% | -5.6% | +26.7% | +22.4% |
| 6M | +18.3% | +22.2% | -3.9% | +10.9% |
| YTD | +5.4% | +44.3% | -38.9% | -7.4% |
| 1Y | +8.3% | +43.1% | -34.8% | -4.2% |
| All | +8.3% | +40.7% | -32.4% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling