+410.2%
GE vs GRMN
+122.1%
+288.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.1% |
| 7D | +5.4% | +6.3% | -1.0% | +3.3% |
| 30D | +9.6% | +7.6% | +2.1% | +6.9% |
| 3M | -7.7% | -7.5% | -0.2% | -5.6% |
| 6M | +14.0% | +21.2% | -7.2% | +5.3% |
| YTD | +10.2% | +44.0% | -33.9% | -4.5% |
| 1Y | +8.9% | +44.7% | -35.8% | -5.9% |
| 3Y | +273.7% | +160.5% | +113.1% | +133.2% |
| 5Y | +410.2% | +124.6% | +285.6% | +234.6% |
| All | +410.2% | +122.1% | +288.1% | +234.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling