+62.1%
EMR vs GRMN
+182.7%
-120.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.3% |
| 7D | +3.1% | +0.2% | +2.9% | +3.0% |
| 30D | -3.5% | -11.3% | +7.8% | +0.1% |
| 3M | +9.8% | +17.7% | -7.9% | +3.2% |
| 6M | +10.8% | +14.2% | -3.4% | +5.2% |
| YTD | +15.9% | +37.0% | -21.1% | +3.6% |
| 1Y | +16.4% | +17.0% | -0.6% | +8.7% |
| 3Y | +62.1% | +183.2% | -121.1% | +20.5% |
| All | +62.1% | +182.7% | -120.6% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling