+126.1%
ETR vs GRMN
+75.7%
+50.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.1% |
| 7D | +0.4% | -1.4% | +1.8% | +0.6% |
| 30D | +2.0% | -13.1% | +15.1% | +4.0% |
| 3M | -1.7% | +14.9% | -16.6% | -4.1% |
| 6M | +3.6% | +13.1% | -9.5% | +1.2% |
| YTD | +18.0% | +35.3% | -17.2% | +11.6% |
| 1Y | +26.2% | +16.0% | +10.2% | +22.2% |
| 3Y | +148.0% | +179.6% | -31.6% | +90.1% |
| 5Y | +126.1% | +75.0% | +51.0% | +72.3% |
| All | +126.1% | +75.7% | +50.4% | +72.3% |
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