+29.7%
EMB vs GRMN
+646.1%
-616.4%
-28.7%
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 | -1.1% | -1.8% | +0.7% | -0.9% |
| 30D | -1.1% | -12.1% | +11.0% | +0.5% |
| 3M | -0.8% | +18.0% | -18.8% | -3.2% |
| 6M | -0.1% | +13.7% | -13.8% | -2.1% |
| YTD | +0.4% | +35.3% | -34.9% | -4.1% |
| 1Y | +3.3% | +17.2% | -14.0% | +0.4% |
| 3Y | +29.0% | +179.6% | -150.6% | +7.5% |
| 5Y | +6.3% | +75.6% | -69.2% | -6.5% |
| All | +29.7% | +646.1% | -616.4% | -3.6% |
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