-10.2%
DOW vs GRMN
+281.7%
-291.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.4% | -1.8% | -0.6% | -1.5% |
| 30D | -4.1% | -12.1% | +8.0% | +2.3% |
| 3M | -12.4% | +18.0% | -30.4% | -20.7% |
| 6M | -10.6% | +13.7% | -24.3% | -18.6% |
| YTD | +31.1% | +35.3% | -4.2% | +7.1% |
| 1Y | +30.5% | +17.2% | +13.3% | +15.4% |
| 3Y | -34.4% | +179.6% | -214.0% | -69.2% |
| 5Y | -35.5% | +75.6% | -111.1% | -56.8% |
| All | -10.2% | +281.7% | -291.9% | -73.1% |
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