+1.2%
EXE vs GRMN
+21.5%
-20.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.2% | -6.4% | -2.2% |
| 7D | -3.1% | +2.4% | -5.6% | -3.2% |
| 30D | -0.9% | -8.5% | +7.5% | -0.6% |
| 3M | +9.6% | +19.5% | -9.9% | +9.3% |
| 6M | -11.6% | +21.2% | -32.8% | -11.5% |
| YTD | -12.6% | +41.0% | -53.6% | -11.8% |
| 1Y | +1.2% | +19.6% | -18.4% | +6.9% |
| All | +1.2% | +21.5% | -20.3% | +6.9% |
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