+1,716.5%
GEN vs GRMN
+7,095.1%
-5,378.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.7% |
| 7D | -0.8% | +1.7% | -2.5% | -1.2% |
| 30D | +31.2% | +10.2% | +21.0% | +28.3% |
| 3M | +6.1% | -4.7% | +10.8% | +7.1% |
| 6M | +38.1% | +22.3% | +15.8% | +30.8% |
| YTD | +14.4% | +46.7% | -32.3% | +3.4% |
| 1Y | +15.1% | +49.6% | -34.5% | +3.5% |
| 3Y | +68.5% | +165.3% | -96.8% | +29.4% |
| 5Y | +35.8% | +130.3% | -94.5% | +6.7% |
| 10Y | +155.4% | +658.0% | -502.6% | +49.3% |
| All | +1,716.5% | +7,095.1% | -5,378.6% | +564.2% |
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