+4.6%
EXC vs GRMN
+44.3%
-39.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.3% |
| 7D | +1.4% | -0.9% | +2.3% | +1.4% |
| 30D | +8.6% | +1.2% | +7.4% | +8.6% |
| 3M | +2.4% | -8.9% | +11.3% | +2.0% |
| 6M | +6.5% | +23.0% | -16.5% | +7.6% |
| YTD | +9.0% | +41.2% | -32.2% | +13.2% |
| 1Y | +4.6% | +47.5% | -42.9% | +9.5% |
| All | +4.6% | +44.3% | -39.7% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling