+1,060.6%
FLEX vs GRMN
+633.1%
+427.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.7% |
| 7D | +7.0% | +0.2% | +6.8% | +6.8% |
| 30D | -5.8% | -11.3% | +5.5% | +1.1% |
| 3M | -24.2% | +17.7% | -41.9% | -33.1% |
| 6M | +90.8% | +14.2% | +76.6% | +72.7% |
| YTD | +89.2% | +37.0% | +52.2% | +51.8% |
| 1Y | +104.7% | +17.0% | +87.7% | +79.5% |
| 3Y | +478.1% | +183.2% | +294.9% | +161.1% |
| 5Y | +726.2% | +77.3% | +648.9% | +418.7% |
| 10Y | +1,060.6% | +630.9% | +429.7% | +221.3% |
| All | +1,060.6% | +633.1% | +427.5% | +221.3% |
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