+5,147.7%
GRMN vs NTRS
+269.0%
+4,878.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.6% |
| 7D | -1.8% | +0.3% | -2.1% | -1.9% |
| 30D | -12.1% | +0.2% | -12.3% | -12.2% |
| 3M | +18.0% | +13.2% | +4.8% | +11.5% |
| 6M | +13.7% | +36.9% | -23.2% | -1.0% |
| YTD | +35.3% | +39.1% | -3.8% | +16.7% |
| 1Y | +17.2% | +50.4% | -33.2% | -2.3% |
| 3Y | +179.6% | +166.8% | +12.8% | +80.6% |
| 5Y | +75.6% | +92.9% | -17.3% | +26.5% |
| 10Y | +644.2% | +255.7% | +388.5% | +286.9% |
| All | +5,147.7% | +269.0% | +4,878.7% | +1,744.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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