+5,831.7%
FIX vs GRMN
+634.0%
+5,197.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | +6.0% | -2.9% | +8.9% | +7.6% |
| 30D | -7.2% | -8.4% | +1.2% | -2.9% |
| 3M | -15.9% | +15.0% | -30.9% | -23.5% |
| 6M | +12.7% | +11.2% | +1.5% | +4.5% |
| YTD | +72.8% | +37.7% | +35.1% | +41.3% |
| 1Y | +122.9% | +18.5% | +104.4% | +96.9% |
| 3Y | +774.3% | +175.8% | +598.5% | +337.9% |
| 5Y | +2,049.5% | +75.1% | +1,974.4% | +1,324.7% |
| All | +5,831.7% | +634.0% | +5,197.7% | +1,746.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling