+26.1%
EXPE vs GRMN
+15.7%
+10.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -11.5% | -1.4% | -10.1% | -11.1% |
| 30D | -13.1% | -13.1% | 0.0% | -9.0% |
| 3M | +18.1% | +14.9% | +3.2% | +11.6% |
| 6M | +13.3% | +13.1% | +0.2% | +7.8% |
| YTD | -3.2% | +35.3% | -38.5% | -14.9% |
| 1Y | +26.1% | +16.0% | +10.2% | +12.6% |
| All | +26.1% | +15.7% | +10.4% | +12.6% |
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