+36.6%
DIS vs GRMN
+693.0%
-656.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +1.2% |
| 7D | +5.3% | +6.4% | -1.1% | +2.8% |
| 30D | +10.2% | +8.7% | +1.5% | +6.5% |
| 3M | +13.5% | -5.8% | +19.3% | +15.9% |
| 6M | +11.1% | +22.5% | -11.4% | +0.9% |
| YTD | +5.5% | +45.6% | -40.1% | -11.5% |
| 1Y | +9.1% | +47.5% | -38.3% | -9.0% |
| 3Y | +36.0% | +166.2% | -130.2% | -18.4% |
| 5Y | -29.8% | +124.1% | -153.9% | -55.4% |
| 10Y | +36.6% | +668.0% | -631.4% | -42.0% |
| All | +36.6% | +693.0% | -656.4% | -42.0% |
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