+153.2%
GEN vs GRMN
+628.0%
-474.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.2% |
| 7D | -2.9% | -1.4% | -1.5% | -2.5% |
| 30D | +2.1% | -13.1% | +15.1% | +6.1% |
| 3M | +19.7% | +14.9% | +4.8% | +14.6% |
| 6M | +33.3% | +13.1% | +20.2% | +27.8% |
| YTD | +11.1% | +35.3% | -24.2% | +0.9% |
| 1Y | +3.0% | +16.0% | -13.0% | -2.5% |
| 3Y | +57.9% | +179.6% | -121.7% | +10.9% |
| 5Y | +20.6% | +75.0% | -54.4% | -3.5% |
| 10Y | +153.2% | +644.1% | -490.9% | +25.8% |
| All | +153.2% | +628.0% | -474.8% | +25.8% |
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