+779.3%
GRMN vs FTV
+127.6%
+651.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -0.9% | +3.9% | -4.8% | -2.7% |
| 30D | +1.2% | +18.7% | -17.5% | -7.0% |
| 3M | -8.9% | +10.0% | -18.9% | -13.3% |
| 6M | +23.0% | +14.6% | +8.4% | +13.7% |
| YTD | +41.2% | +23.4% | +17.8% | +24.9% |
| 1Y | +47.5% | +31.3% | +16.2% | +26.4% |
| 3Y | +155.8% | +39.8% | +116.0% | +109.8% |
| 5Y | +120.2% | +17.7% | +102.5% | +93.2% |
| 10Y | +629.9% | +110.2% | +519.7% | +394.5% |
| All | +779.3% | +127.6% | +651.7% | +498.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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