+1,717.1%
GEN vs GRMN
+6,655.2%
-4,938.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -1.2% | -2.9% | +1.7% | -0.5% |
| 30D | +10.1% | -8.4% | +18.6% | +12.5% |
| 3M | +16.1% | +15.0% | +1.1% | +11.8% |
| 6M | +38.9% | +11.2% | +27.6% | +34.5% |
| YTD | +14.4% | +37.7% | -23.3% | +5.2% |
| 1Y | +5.9% | +18.5% | -12.6% | +0.6% |
| 3Y | +58.8% | +175.8% | -117.0% | +20.8% |
| 5Y | +24.7% | +75.1% | -50.4% | +4.5% |
| 10Y | +163.1% | +637.0% | -474.0% | +55.1% |
| All | +1,717.1% | +6,655.2% | -4,938.1% | +575.8% |
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 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