+644.1%
GRMN vs RBA
+189.2%
+454.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -1.4% | -1.9% | +0.5% | -0.9% |
| 30D | -13.1% | -13.0% | -0.1% | -9.7% |
| 3M | +14.9% | -23.1% | +38.0% | +23.1% |
| 6M | +13.1% | -22.6% | +35.7% | +20.7% |
| YTD | +35.3% | -20.4% | +55.7% | +42.6% |
| 1Y | +16.0% | -29.6% | +45.6% | +26.6% |
| 3Y | +179.6% | +26.6% | +153.0% | +157.3% |
| 5Y | +75.0% | +38.2% | +36.8% | +53.1% |
| 10Y | +644.1% | +194.7% | +449.4% | +405.2% |
| All | +644.1% | +189.2% | +454.9% | +405.2% |
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