+91.1%
EXPE vs GRMN
+76.7%
+14.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.7% |
| 7D | -9.8% | +0.2% | -9.9% | -9.8% |
| 30D | -11.5% | -11.3% | -0.2% | -6.5% |
| 3M | +21.7% | +17.7% | +4.0% | +11.8% |
| 6M | +10.4% | +14.2% | -3.8% | +2.6% |
| YTD | -2.5% | +37.0% | -39.6% | -17.6% |
| 1Y | +27.3% | +17.0% | +10.4% | +15.5% |
| 3Y | +153.5% | +183.2% | -29.7% | +35.3% |
| 5Y | +91.1% | +77.3% | +13.8% | +13.1% |
| All | +91.1% | +76.7% | +14.4% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling