+75.6%
GRMN vs INDA
+4.5%
+71.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.8% |
| 7D | -1.8% | -3.6% | +1.8% | +0.6% |
| 30D | -12.1% | -4.0% | -8.1% | -9.8% |
| 3M | +18.0% | +1.7% | +16.3% | +16.5% |
| 6M | +13.7% | -3.6% | +17.4% | +16.2% |
| YTD | +35.3% | -11.0% | +46.3% | +45.5% |
| 1Y | +17.2% | -9.5% | +26.7% | +24.4% |
| 3Y | +179.6% | +7.6% | +172.0% | +158.2% |
| 5Y | +75.6% | +4.8% | +70.8% | +62.2% |
| All | +75.6% | +4.5% | +71.1% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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