-24.4%
EXE vs GRMN
+45.3%
-69.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.2% |
| 7D | +3.6% | -0.1% | +3.6% | +3.6% |
| 30D | -4.3% | +3.5% | -7.9% | -4.3% |
| 3M | -7.7% | -7.3% | -0.3% | -7.5% |
| 6M | -7.2% | +21.8% | -29.0% | -6.7% |
| YTD | -18.5% | +42.8% | -61.3% | -14.8% |
| 1Y | -24.4% | +46.5% | -70.8% | -22.1% |
| All | -24.4% | +45.3% | -69.6% | -22.1% |
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