+568.5%
GRMN vs FND
+54.9%
+513.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | -1.8% | -5.1% | +3.3% | -0.5% |
| 30D | -12.1% | -22.5% | +10.4% | -6.4% |
| 3M | +18.0% | -5.0% | +23.0% | +18.4% |
| 6M | +13.7% | -21.5% | +35.3% | +19.0% |
| YTD | +35.3% | -23.0% | +58.3% | +41.7% |
| 1Y | +17.2% | -44.9% | +62.1% | +33.3% |
| 3Y | +179.6% | -50.0% | +229.6% | +214.5% |
| 5Y | +75.6% | -63.3% | +138.9% | +103.1% |
| All | +568.5% | +54.9% | +513.6% | +466.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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