+134.4%
GE vs GRMN
+6,655.2%
-6,520.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -1.6% | -2.9% | +1.3% | -0.7% |
| 30D | -11.6% | -8.4% | -3.1% | -9.3% |
| 3M | +3.0% | +15.0% | -12.0% | -2.1% |
| 6M | -0.5% | +11.2% | -11.7% | -4.5% |
| YTD | +9.7% | +37.7% | -28.0% | -1.4% |
| 1Y | +20.0% | +18.5% | +1.6% | +12.3% |
| 3Y | +275.8% | +175.8% | +100.0% | +164.8% |
| 5Y | +429.1% | +75.1% | +354.0% | +323.8% |
| 10Y | +151.2% | +637.0% | -485.9% | +36.1% |
| All | +134.4% | +6,655.2% | -6,520.8% | -40.1% |
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