+130.4%
GE vs GRMN
+6,905.4%
-6,775.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.8% | -2.7% |
| 7D | +5.1% | -0.1% | +5.2% | +5.2% |
| 30D | +7.6% | +3.5% | +4.0% | +6.3% |
| 3M | -9.3% | -7.3% | -2.0% | -7.5% |
| 6M | +11.5% | +21.8% | -10.2% | +4.0% |
| YTD | +7.9% | +42.8% | -34.9% | -4.4% |
| 1Y | +7.6% | +46.5% | -38.8% | -5.4% |
| 3Y | +265.9% | +158.3% | +107.6% | +163.1% |
| 5Y | +405.9% | +122.6% | +283.3% | +277.7% |
| 10Y | +149.6% | +638.0% | -488.4% | +34.8% |
| All | +130.4% | +6,905.4% | -6,775.0% | -41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling