+146.4%
ED vs GRMN
+628.7%
-482.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | +2.1% | -0.9% | +2.9% | +2.2% |
| 30D | +10.4% | +1.2% | +9.2% | +10.1% |
| 3M | +12.5% | -8.9% | +21.5% | +13.9% |
| 6M | +14.9% | +23.0% | -8.1% | +10.8% |
| YTD | +24.8% | +41.2% | -16.4% | +17.0% |
| 1Y | +23.8% | +47.5% | -23.7% | +15.2% |
| 3Y | +51.6% | +155.8% | -104.1% | +19.0% |
| 5Y | +86.4% | +120.2% | -33.7% | +49.6% |
| All | +146.4% | +628.7% | -482.3% | +55.5% |
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