+75.6%
GRMN vs MDY
+43.9%
+31.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.8% |
| 7D | -1.8% | -2.5% | +0.7% | +0.4% |
| 30D | -12.1% | -5.0% | -7.0% | -7.9% |
| 3M | +18.0% | +0.5% | +17.5% | +17.2% |
| 6M | +13.7% | +8.0% | +5.7% | +6.0% |
| YTD | +35.3% | +12.2% | +23.1% | +22.0% |
| 1Y | +17.2% | +14.0% | +3.3% | +4.3% |
| 3Y | +179.6% | +48.2% | +131.5% | +98.7% |
| 5Y | +75.6% | +46.1% | +29.5% | +26.5% |
| All | +75.6% | +43.9% | +31.6% | +26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling