-31.9%
DIS vs GRMN
+122.2%
-154.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +5.2% | +4.7% | +0.5% | +3.6% |
| 30D | +11.5% | +3.4% | +8.0% | +10.0% |
| 3M | +11.5% | -5.0% | +16.6% | +13.2% |
| 6M | +8.9% | +18.6% | -9.7% | +1.2% |
| YTD | +3.4% | +42.5% | -39.1% | -10.8% |
| 1Y | +7.2% | +42.3% | -35.1% | -7.6% |
| 3Y | +43.3% | +158.5% | -115.2% | -11.6% |
| All | -31.9% | +122.2% | -154.1% | -57.7% |
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