+77.3%
GRMN vs EXR
-10.8%
+88.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +0.2% | -0.7% | +0.9% | +0.4% |
| 30D | -11.3% | -6.9% | -4.4% | -9.0% |
| 3M | +17.7% | -3.0% | +20.7% | +18.9% |
| 6M | +14.2% | -2.9% | +17.1% | +15.2% |
| YTD | +37.0% | +9.3% | +27.7% | +32.5% |
| 1Y | +17.0% | -0.9% | +17.9% | +17.0% |
| 3Y | +183.2% | +24.7% | +158.5% | +156.1% |
| 5Y | +77.3% | -11.7% | +89.0% | +76.1% |
| All | +77.3% | -10.8% | +88.1% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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