+669.0%
GRMN vs RRX
+228.4%
+440.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.6% | +3.1% |
| 7D | +2.4% | -0.3% | +2.8% | +2.6% |
| 30D | -8.5% | -6.1% | -2.3% | -6.6% |
| 3M | +19.5% | -23.1% | +42.5% | +27.5% |
| 6M | +21.2% | -19.5% | +40.7% | +25.7% |
| YTD | +41.0% | +16.1% | +25.0% | +27.1% |
| 1Y | +19.6% | +12.9% | +6.7% | +8.0% |
| 3Y | +183.8% | +7.9% | +175.9% | +147.0% |
| 5Y | +83.0% | +19.1% | +63.9% | +47.9% |
| All | +669.0% | +228.4% | +440.6% | +303.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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