+157.2%
GEN vs GRMN
+628.7%
-471.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.7% |
| 7D | +2.0% | -0.9% | +2.9% | +2.3% |
| 30D | +27.7% | +1.2% | +26.5% | +27.3% |
| 3M | +3.3% | -8.9% | +12.2% | +5.7% |
| 6M | +31.8% | +23.0% | +8.8% | +23.4% |
| YTD | +13.5% | +41.2% | -27.7% | +1.6% |
| 1Y | +16.0% | +47.5% | -31.5% | +2.5% |
| 3Y | +70.6% | +155.8% | -85.2% | +23.6% |
| 5Y | +32.1% | +120.2% | -88.1% | -1.5% |
| All | +157.2% | +628.7% | -471.5% | +33.8% |
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