+76.9%
GRMN vs RRX
+13.6%
+63.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.5% |
| 7D | -1.8% | -3.7% | +1.9% | -0.8% |
| 30D | -12.1% | -9.3% | -2.8% | -9.8% |
| 3M | +18.0% | -21.8% | +39.8% | +23.8% |
| 6M | +13.7% | -22.0% | +35.7% | +18.0% |
| YTD | +35.3% | +11.9% | +23.4% | +24.3% |
| 1Y | +17.2% | +11.6% | +5.6% | +7.1% |
| 3Y | +179.6% | +2.2% | +177.4% | +152.1% |
| All | +76.9% | +13.6% | +63.3% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling