+50.0%
EXPE vs GRMN
+40.7%
+9.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +6.5% | +4.0% | +8.0% |
| 7D | +14.6% | +6.1% | +8.5% | +12.2% |
| 30D | +21.4% | +1.3% | +20.1% | +20.6% |
| 3M | +1.4% | -5.6% | +6.9% | +2.9% |
| 6M | +28.6% | +22.2% | +6.4% | +17.9% |
| YTD | +12.1% | +44.3% | -32.1% | -6.6% |
| 1Y | +50.0% | +43.1% | +6.9% | +26.3% |
| All | +50.0% | +40.7% | +9.4% | +26.3% |
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 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