+44.7%
GRMN vs IBB
+36.9%
+7.9%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.7% |
| 7D | +6.3% | +0.8% | +5.6% | +6.1% |
| 30D | +7.6% | +5.2% | +2.4% | +5.7% |
| 3M | -7.5% | +8.6% | -16.1% | -10.3% |
| 6M | +21.2% | +27.8% | -6.6% | +8.6% |
| YTD | +44.0% | +28.8% | +15.2% | +28.4% |
| 1Y | +44.7% | +36.4% | +8.3% | +28.4% |
| All | +44.7% | +36.9% | +7.9% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling