+5,240.8%
GRMN vs EXPD
+1,797.4%
+3,443.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.4% |
| 7D | -2.9% | -1.1% | -1.7% | -2.4% |
| 30D | -8.4% | +4.1% | -12.5% | -10.0% |
| 3M | +15.0% | +17.9% | -2.9% | +6.9% |
| 6M | +11.2% | +29.2% | -18.0% | -1.3% |
| YTD | +37.7% | +27.4% | +10.3% | +22.2% |
| 1Y | +18.5% | +56.8% | -38.4% | -4.5% |
| 3Y | +175.8% | +68.0% | +107.8% | +113.7% |
| 5Y | +75.1% | +61.9% | +13.2% | +35.9% |
| 10Y | +637.0% | +316.0% | +321.0% | +276.2% |
| All | +5,240.8% | +1,797.4% | +3,443.5% | +1,371.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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