+49.5%
EQT vs GRMN
+646.1%
-596.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.2% | -1.8% | +0.6% | -0.6% |
| 30D | +1.1% | -12.1% | +13.2% | +5.3% |
| 3M | +4.8% | +18.0% | -13.2% | -1.6% |
| 6M | -10.6% | +13.7% | -24.3% | -15.4% |
| YTD | +3.4% | +35.3% | -31.9% | -8.4% |
| 1Y | +8.7% | +17.2% | -8.6% | +0.8% |
| 3Y | +35.0% | +179.6% | -144.7% | -15.2% |
| 5Y | +204.2% | +75.6% | +128.7% | +127.3% |
| All | +49.5% | +646.1% | -596.5% | -42.4% |
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