+668.0%
GRMN vs ALLE
+233.6%
+434.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +0.9% |
| 7D | +6.4% | -0.6% | +7.0% | +6.7% |
| 30D | +8.7% | +26.6% | -17.9% | -2.9% |
| 3M | -5.8% | +13.2% | -19.0% | -11.5% |
| 6M | +22.5% | +42.9% | -20.3% | +2.3% |
| YTD | +45.6% | +21.0% | +24.6% | +30.8% |
| 1Y | +47.5% | +15.2% | +32.3% | +35.6% |
| 3Y | +166.2% | +95.6% | +70.6% | +85.8% |
| 5Y | +124.1% | +53.4% | +70.7% | +72.6% |
| 10Y | +668.0% | +221.5% | +446.5% | +344.8% |
| All | +668.0% | +233.6% | +434.4% | +344.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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