+5,377.6%
GRMN vs IBN
+3,207.3%
+2,170.4%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -0.9% | +1.9% | -2.7% | -1.3% |
| 30D | +1.2% | +22.1% | -20.9% | -3.3% |
| 3M | -8.9% | +17.1% | -26.0% | -12.2% |
| 6M | +23.0% | +35.5% | -12.5% | +14.6% |
| YTD | +41.2% | +16.8% | +24.4% | +36.1% |
| 1Y | +47.5% | +12.4% | +35.1% | +43.3% |
| 3Y | +155.8% | +58.0% | +97.7% | +128.8% |
| 5Y | +120.2% | +73.7% | +46.5% | +92.0% |
| 10Y | +629.9% | +385.6% | +244.3% | +383.4% |
| All | +5,377.6% | +3,207.3% | +2,170.4% | +2,322.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling