+277.4%
EMR vs GRMN
+628.0%
-350.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.6% |
| 7D | +0.9% | -1.4% | +2.3% | +1.6% |
| 30D | -5.0% | -13.1% | +8.1% | +1.7% |
| 3M | +5.9% | +14.9% | -9.0% | -2.6% |
| 6M | +7.3% | +13.1% | -5.8% | -0.6% |
| YTD | +14.6% | +35.3% | -20.7% | -3.4% |
| 1Y | +15.6% | +16.0% | -0.4% | +4.6% |
| 3Y | +60.2% | +179.6% | -119.4% | -16.1% |
| 5Y | +65.8% | +75.0% | -9.2% | +13.5% |
| 10Y | +277.4% | +644.1% | -366.7% | +16.8% |
| All | +277.4% | +628.0% | -350.6% | +16.8% |
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