+19.6%
GRMN vs NWSA
+3.0%
+16.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.2% |
| 7D | +2.4% | -2.8% | +5.2% | +3.3% |
| 30D | -8.5% | +3.0% | -11.5% | -9.3% |
| 3M | +19.5% | +12.3% | +7.1% | +15.6% |
| 6M | +21.2% | +21.9% | -0.7% | +14.4% |
| YTD | +41.0% | +13.6% | +27.5% | +35.0% |
| 1Y | +19.6% | +0.5% | +19.1% | +12.4% |
| All | +19.6% | +3.0% | +16.6% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling