+519.9%
FIX vs GRMN
+165.7%
+354.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.8% | +3.2% | +4.5% |
| 7D | +6.4% | +1.7% | +4.8% | +6.0% |
| 30D | -29.1% | +10.2% | -39.3% | -31.5% |
| 3M | -31.1% | -4.7% | -26.4% | -30.3% |
| 6M | -42.8% | +22.3% | -65.1% | -47.4% |
| YTD | +24.6% | +46.7% | -22.0% | +7.2% |
| 1Y | +21.9% | +49.6% | -27.7% | +4.3% |
| All | +519.9% | +165.7% | +354.2% | +316.6% |
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