+197.5%
EWT vs GRMN
+190.9%
+6.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.4% | +1.0% |
| 7D | -1.1% | +2.4% | -3.6% | -1.6% |
| 30D | +4.5% | -8.5% | +12.9% | +6.2% |
| 3M | +8.3% | +19.5% | -11.2% | +3.6% |
| 6M | +54.2% | +21.2% | +33.0% | +47.2% |
| YTD | +74.6% | +41.0% | +33.5% | +61.0% |
| 1Y | +84.9% | +19.6% | +65.3% | +76.2% |
| 3Y | +197.5% | +183.8% | +13.7% | +140.7% |
| All | +197.5% | +190.9% | +6.6% | +140.7% |
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