+77.3%
GRMN vs IBB
+20.0%
+57.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.8% |
| 7D | +0.2% | -1.7% | +1.8% | +1.2% |
| 30D | -11.3% | +4.9% | -16.2% | -14.2% |
| 3M | +17.7% | +24.2% | -6.5% | +2.1% |
| 6M | +14.2% | +23.8% | -9.7% | -1.0% |
| YTD | +37.0% | +23.0% | +14.1% | +19.2% |
| 1Y | +17.0% | +46.2% | -29.2% | -9.2% |
| 3Y | +183.2% | +64.8% | +118.4% | +100.0% |
| 5Y | +77.3% | +20.9% | +56.4% | +42.1% |
| All | +77.3% | +20.0% | +57.3% | +42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling