+920.0%
ED vs GRMN
+6,890.4%
-5,970.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | +1.6% | +4.7% | -3.1% | +1.2% |
| 30D | +13.3% | +3.4% | +9.9% | +12.9% |
| 3M | +9.7% | -5.0% | +14.7% | +10.1% |
| 6M | +12.8% | +18.6% | -5.8% | +10.8% |
| YTD | +22.3% | +42.5% | -20.2% | +17.8% |
| 1Y | +26.3% | +42.3% | -16.0% | +21.6% |
| 3Y | +45.0% | +158.5% | -113.4% | +29.9% |
| 5Y | +80.2% | +123.6% | -43.4% | +62.6% |
| 10Y | +129.9% | +682.5% | -552.6% | +85.5% |
| All | +920.0% | +6,890.4% | -5,970.4% | +662.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling