+5,486.6%
GRMN vs LII
+6,915.4%
-1,428.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.9% |
| 7D | +6.3% | +0.4% | +5.9% | +6.2% |
| 30D | +7.6% | -2.4% | +10.0% | +8.4% |
| 3M | -7.5% | -17.5% | +10.0% | -1.3% |
| 6M | +21.2% | -32.8% | +54.1% | +35.4% |
| YTD | +44.0% | -27.7% | +71.7% | +55.5% |
| 1Y | +44.7% | -28.1% | +72.8% | +56.4% |
| 3Y | +160.5% | -9.7% | +170.2% | +152.4% |
| 5Y | +124.6% | +19.5% | +105.1% | +92.4% |
| 10Y | +651.6% | +170.6% | +481.0% | +364.6% |
| All | +5,486.6% | +6,915.4% | -1,428.8% | +1,060.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling