+666.0%
GRMN vs IBN
+324.2%
+341.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +2.0% | +3.3% |
| 7D | +2.0% | -3.0% | +5.0% | +2.9% |
| 30D | -8.8% | -1.5% | -7.3% | -8.5% |
| 3M | +19.0% | +7.9% | +11.1% | +16.3% |
| 6M | +20.7% | +8.6% | +12.1% | +17.8% |
| YTD | +40.5% | -0.6% | +41.1% | +40.4% |
| 1Y | +19.1% | -7.3% | +26.5% | +21.0% |
| 3Y | +182.7% | +26.2% | +156.5% | +162.8% |
| 5Y | +82.3% | +57.8% | +24.5% | +58.6% |
| All | +666.0% | +324.2% | +341.8% | +443.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling