+1,666.7%
GEN vs GRMN
+7,042.9%
-5,376.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | -0.5% |
| 7D | -0.3% | +6.4% | -6.7% | -1.8% |
| 30D | +28.2% | +8.7% | +19.4% | +25.7% |
| 3M | +2.6% | -5.8% | +8.4% | +3.8% |
| 6M | +32.7% | +22.5% | +10.1% | +25.6% |
| YTD | +11.3% | +45.6% | -34.3% | +0.7% |
| 1Y | +17.9% | +47.5% | -29.5% | +6.4% |
| 3Y | +66.3% | +166.2% | -99.9% | +27.6% |
| 5Y | +31.7% | +124.1% | -92.4% | +4.1% |
| 10Y | +150.0% | +668.0% | -518.0% | +45.7% |
| All | +1,666.7% | +7,042.9% | -5,376.2% | +547.1% |
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