+84.4%
GRMN vs NTR
+45.7%
+38.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | +2.4% | -1.3% | +3.7% | +2.6% |
| 30D | -8.5% | +16.8% | -25.2% | -10.4% |
| 3M | +19.5% | +20.7% | -1.3% | +16.4% |
| 6M | +21.2% | +0.5% | +20.7% | +20.6% |
| YTD | +41.0% | +29.2% | +11.9% | +34.9% |
| 1Y | +19.6% | +39.6% | -20.0% | +12.8% |
| 3Y | +183.8% | +37.9% | +145.9% | +164.8% |
| All | +84.4% | +45.7% | +38.7% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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