+5,240.8%
GRMN vs IBN
+2,802.9%
+2,437.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.1% |
| 7D | -2.9% | +1.4% | -4.3% | -3.2% |
| 30D | -8.4% | -0.3% | -8.1% | -8.4% |
| 3M | +15.0% | +17.1% | -2.1% | +10.8% |
| 6M | +11.2% | +3.4% | +7.8% | +10.2% |
| YTD | +37.7% | +2.5% | +35.2% | +36.7% |
| 1Y | +18.5% | -4.2% | +22.6% | +19.2% |
| 3Y | +175.8% | +32.4% | +143.4% | +156.9% |
| 5Y | +75.1% | +59.2% | +15.9% | +55.6% |
| 10Y | +637.0% | +345.7% | +291.4% | +396.5% |
| All | +5,240.8% | +2,802.9% | +2,437.9% | +2,333.5% |
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