+651.6%
GRMN vs RBA
+225.5%
+426.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | +6.3% | +3.2% | +3.1% | +5.4% |
| 30D | +7.6% | +12.0% | -4.4% | +4.0% |
| 3M | -7.5% | +2.9% | -10.4% | -8.5% |
| 6M | +21.2% | -6.3% | +27.5% | +22.3% |
| YTD | +44.0% | -5.9% | +49.9% | +44.5% |
| 1Y | +44.7% | -3.9% | +48.6% | +44.2% |
| 3Y | +160.5% | +64.9% | +95.6% | +122.7% |
| 5Y | +124.6% | +48.5% | +76.2% | +93.0% |
| 10Y | +651.6% | +211.8% | +439.8% | +397.1% |
| All | +651.6% | +225.5% | +426.2% | +397.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling