+4,706.3%
GRMN vs IBB
+584.7%
+4,121.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +0.7% |
| 7D | +6.4% | +2.7% | +3.7% | +4.8% |
| 30D | +8.7% | +6.3% | +2.4% | +4.9% |
| 3M | -5.8% | +11.1% | -16.8% | -11.6% |
| 6M | +22.5% | +29.2% | -6.7% | +5.4% |
| YTD | +45.6% | +30.2% | +15.4% | +24.5% |
| 1Y | +47.5% | +39.5% | +8.0% | +21.3% |
| 3Y | +166.2% | +92.3% | +73.9% | +82.5% |
| 5Y | +124.1% | +43.0% | +81.1% | +78.9% |
| 10Y | +668.0% | +137.1% | +530.9% | +351.8% |
| All | +4,706.3% | +584.7% | +4,121.6% | +1,430.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling