+12.4%
EMR vs GRMN
+21.5%
-9.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.2% | -1.7% | +1.3% |
| 7D | -0.4% | +2.4% | -2.8% | -1.1% |
| 30D | -6.8% | -8.5% | +1.7% | -4.5% |
| 3M | +7.5% | +19.5% | -12.0% | +0.6% |
| 6M | +9.9% | +21.2% | -11.3% | +2.2% |
| YTD | +16.0% | +41.0% | -25.1% | +2.1% |
| 1Y | +12.4% | +19.6% | -7.1% | -0.2% |
| All | +12.4% | +21.5% | -9.0% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling