+995.5%
GRMN vs RACE
+647.6%
+347.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | +0.7% |
| 7D | -2.9% | -2.5% | -0.3% | -1.9% |
| 30D | -8.4% | +0.8% | -9.2% | -8.8% |
| 3M | +15.0% | +17.2% | -2.2% | +7.9% |
| 6M | +11.2% | +13.6% | -2.4% | +5.3% |
| YTD | +37.7% | +12.2% | +25.5% | +30.1% |
| 1Y | +18.5% | -16.3% | +34.7% | +24.3% |
| 3Y | +175.8% | +36.4% | +139.4% | +130.4% |
| 5Y | +75.1% | +95.0% | -19.9% | +23.8% |
| 10Y | +637.0% | +813.2% | -176.2% | +175.4% |
| All | +995.5% | +647.6% | +347.9% | +292.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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