+183.2%
GRMN vs RBA
+29.1%
+154.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | +0.1% |
| 7D | +0.2% | -1.1% | +1.2% | +0.5% |
| 30D | -11.3% | -13.2% | +1.9% | -7.4% |
| 3M | +17.7% | -21.4% | +39.1% | +25.7% |
| 6M | +14.2% | -20.9% | +35.0% | +21.3% |
| YTD | +37.0% | -19.9% | +56.9% | +44.1% |
| 1Y | +17.0% | -28.7% | +45.7% | +28.2% |
| 3Y | +183.2% | +27.4% | +155.8% | +170.3% |
| All | +183.2% | +29.1% | +154.1% | +170.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling