+580.4%
GRMN vs FND
+66.0%
+514.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.5% |
| 7D | -2.9% | -5.2% | +2.4% | -1.6% |
| 30D | -8.4% | -19.9% | +11.4% | -3.4% |
| 3M | +15.0% | +2.7% | +12.3% | +13.1% |
| 6M | +11.2% | -21.7% | +32.9% | +16.5% |
| YTD | +37.7% | -17.5% | +55.2% | +41.8% |
| 1Y | +18.5% | -39.3% | +57.8% | +31.4% |
| 3Y | +175.8% | -49.8% | +225.6% | +209.9% |
| 5Y | +75.1% | -60.1% | +135.2% | +98.4% |
| All | +580.4% | +66.0% | +514.4% | +467.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling