+669.0%
GRMN vs MDY
+177.2%
+491.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.6% |
| 7D | +2.4% | -1.9% | +4.3% | +4.0% |
| 30D | -8.5% | -4.6% | -3.8% | -4.8% |
| 3M | +19.5% | -1.2% | +20.7% | +20.4% |
| 6M | +21.2% | +9.2% | +12.0% | +12.8% |
| YTD | +41.0% | +13.1% | +28.0% | +27.8% |
| 1Y | +19.6% | +13.0% | +6.6% | +8.5% |
| 3Y | +183.8% | +49.2% | +134.6% | +107.3% |
| 5Y | +83.0% | +47.2% | +35.8% | +34.6% |
| All | +669.0% | +177.2% | +491.8% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling