+5,147.3%
GRMN vs MDY
+873.6%
+4,273.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.4% |
| 7D | -1.4% | -0.8% | -0.6% | -0.8% |
| 30D | -13.1% | -3.9% | -9.2% | -10.1% |
| 3M | +14.9% | 0.0% | +15.0% | +14.8% |
| 6M | +13.1% | +8.5% | +4.6% | +5.4% |
| YTD | +35.3% | +13.2% | +22.1% | +21.8% |
| 1Y | +16.0% | +15.0% | +1.0% | +3.1% |
| 3Y | +179.6% | +49.6% | +130.0% | +99.3% |
| 5Y | +75.0% | +46.0% | +29.0% | +26.6% |
| 10Y | +644.1% | +176.4% | +467.8% | +201.5% |
| All | +5,147.3% | +873.6% | +4,273.7% | +639.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling