+43.1%
GRMN vs RBA
-2.0%
+45.1%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.1% | +4.5% | +6.1% |
| 7D | +6.1% | +12.7% | -6.5% | +3.6% |
| 30D | +1.3% | +15.5% | -14.3% | -1.7% |
| 3M | -5.6% | -14.0% | +8.5% | -2.5% |
| 6M | +22.2% | -8.8% | +31.0% | +23.3% |
| YTD | +44.3% | -6.9% | +51.2% | +41.6% |
| 1Y | +43.1% | -3.0% | +46.0% | +38.5% |
| All | +43.1% | -2.0% | +45.1% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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