+597.9%
GRMN vs RRC
+73.1%
+524.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | -0.9% | +6.4% | -7.3% | -1.5% |
| 30D | +1.2% | +23.9% | -22.7% | -1.1% |
| 3M | -8.9% | +30.2% | -39.1% | -11.5% |
| 6M | +23.0% | +26.3% | -3.3% | +19.7% |
| YTD | +41.2% | +48.1% | -6.9% | +35.0% |
| 1Y | +47.5% | +37.7% | +9.8% | +41.9% |
| 3Y | +155.8% | +60.3% | +95.5% | +141.4% |
| 5Y | +120.2% | +135.3% | -15.1% | +97.6% |
| All | +597.9% | +73.1% | +524.8% | +496.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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