+280.6%
EMR vs GRMN
+656.8%
-376.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.2% |
| 7D | -2.0% | +1.7% | -3.6% | -2.7% |
| 30D | +2.8% | +10.2% | -7.4% | -2.1% |
| 3M | +2.0% | -4.7% | +6.7% | +4.0% |
| 6M | +20.7% | +22.3% | -1.6% | +7.3% |
| YTD | +27.3% | +46.7% | -19.4% | +2.9% |
| 1Y | +31.0% | +49.6% | -18.6% | +4.8% |
| 3Y | +103.6% | +165.3% | -61.7% | +11.1% |
| 5Y | +88.6% | +130.3% | -41.8% | +10.0% |
| All | +280.6% | +656.8% | -376.2% | +21.5% |
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