+155.8%
GRMN vs ALLE
+94.0%
+61.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.5% |
| 7D | -0.9% | +3.6% | -4.4% | -2.2% |
| 30D | +1.2% | +25.9% | -24.7% | -7.4% |
| 3M | -8.9% | +15.8% | -24.7% | -14.0% |
| 6M | +23.0% | +48.1% | -25.1% | +4.2% |
| YTD | +41.2% | +22.0% | +19.3% | +28.6% |
| 1Y | +47.5% | +18.0% | +29.5% | +36.2% |
| 3Y | +155.8% | +93.1% | +62.7% | +103.1% |
| All | +155.8% | +94.0% | +61.8% | +103.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling