+3,653.2%
FIX vs GRMN
+668.8%
+2,984.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.6% |
| 7D | -17.5% | +4.7% | -22.2% | -19.9% |
| 30D | -41.6% | +3.4% | -45.0% | -43.3% |
| 3M | -40.6% | -5.0% | -35.6% | -39.8% |
| 6M | -49.4% | +18.6% | -68.0% | -55.3% |
| YTD | +9.2% | +42.5% | -33.3% | -13.6% |
| 1Y | +6.5% | +42.3% | -35.9% | -15.5% |
| 3Y | +448.7% | +158.5% | +290.3% | +183.7% |
| 5Y | +948.7% | +123.6% | +825.2% | +485.0% |
| All | +3,653.2% | +668.8% | +2,984.4% | +980.7% |
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