+155.8%
GRMN vs FND
-39.5%
+195.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.5% |
| 7D | -0.9% | -6.8% | +5.9% | +1.0% |
| 30D | +1.2% | +8.0% | -6.8% | -0.9% |
| 3M | -8.9% | -18.9% | +10.0% | -4.2% |
| 6M | +23.0% | +4.7% | +18.3% | +19.3% |
| YTD | +41.2% | -21.6% | +62.8% | +47.0% |
| 1Y | +47.5% | -22.0% | +69.5% | +53.5% |
| 3Y | +155.8% | -40.4% | +196.2% | +179.1% |
| All | +155.8% | -39.5% | +195.3% | +179.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling