+443.7%
FISV vs GRMN
+6,622.3%
-6,178.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.9% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | -3.0% | -11.3% | +8.4% | +0.2% |
| 3M | -3.5% | +17.7% | -21.2% | -8.0% |
| 6M | -19.4% | +14.2% | -33.6% | -22.6% |
| YTD | -24.3% | +37.0% | -61.3% | -31.0% |
| 1Y | -62.4% | +17.0% | -79.4% | -63.5% |
| 3Y | -58.2% | +183.2% | -241.4% | -68.5% |
| 5Y | -56.5% | +77.3% | -133.8% | -63.4% |
| 10Y | -0.5% | +630.9% | -631.4% | -40.2% |
| All | +443.7% | +6,622.3% | -6,178.6% | +82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling