+69.4%
ENB vs GRMN
+75.7%
-6.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -0.3% | -1.4% | +1.1% | -0.1% |
| 30D | -1.1% | -13.1% | +12.0% | +0.9% |
| 3M | -8.5% | +14.9% | -23.4% | -10.6% |
| 6M | -4.5% | +13.1% | -17.7% | -6.8% |
| YTD | +9.1% | +35.3% | -26.2% | +3.3% |
| 1Y | +8.0% | +16.0% | -8.0% | +4.6% |
| 3Y | +77.8% | +179.6% | -101.8% | +32.9% |
| 5Y | +69.4% | +75.0% | -5.6% | +29.2% |
| All | +69.4% | +75.7% | -6.3% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling