+175.2%
EXPE vs GRMN
+184.1%
-8.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.5% | -2.9% | -6.7% | -8.6% |
| 30D | -6.6% | -8.4% | +1.8% | -3.7% |
| 3M | +31.4% | +15.0% | +16.4% | +24.1% |
| 6M | +35.2% | +11.2% | +24.0% | +28.8% |
| YTD | +5.8% | +37.7% | -31.9% | -7.1% |
| 1Y | +38.7% | +18.5% | +20.2% | +28.0% |
| All | +175.2% | +184.1% | -8.9% | +122.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling