+17.0%
GRMN vs LII
-32.7%
+49.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | +0.2% | +2.1% | -1.9% | +0.1% |
| 30D | -11.3% | -12.4% | +1.1% | -10.8% |
| 3M | +17.7% | -24.8% | +42.5% | +16.0% |
| 6M | +14.2% | -25.2% | +39.3% | +11.8% |
| YTD | +37.0% | -20.3% | +57.3% | +30.6% |
| 1Y | +17.0% | -32.9% | +49.9% | +17.3% |
| All | +17.0% | -32.7% | +49.7% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling