-57.4%
GNRC vs GRMN
+81.6%
-139.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +0.6% |
| 7D | -0.2% | +2.4% | -2.6% | -1.5% |
| 30D | -15.7% | -8.5% | -7.3% | -11.5% |
| 3M | -27.3% | +19.5% | -46.8% | -35.4% |
| 6M | -12.1% | +21.2% | -33.2% | -22.4% |
| YTD | +37.1% | +41.0% | -3.9% | +9.4% |
| 1Y | -0.5% | +19.6% | -20.0% | -12.5% |
| 3Y | +61.5% | +183.8% | -122.3% | -38.9% |
| All | -57.4% | +81.6% | -139.0% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling