+130.3%
GRMN vs COO
-41.3%
+171.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.2% |
| 7D | +1.7% | -2.3% | +4.0% | +2.6% |
| 30D | +10.2% | +13.3% | -3.1% | +5.1% |
| 3M | -4.7% | -18.1% | +13.4% | +2.3% |
| 6M | +22.3% | +6.7% | +15.6% | +17.6% |
| YTD | +46.7% | -23.2% | +69.9% | +61.3% |
| 1Y | +49.6% | -12.3% | +61.9% | +55.7% |
| 3Y | +165.3% | -23.6% | +188.8% | +178.3% |
| 5Y | +130.3% | -38.7% | +169.0% | +157.5% |
| All | +130.3% | -41.3% | +171.7% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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