+124.6%
GRMN vs STLA
-71.4%
+196.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.5% | -0.1% |
| 7D | +6.3% | -4.9% | +11.3% | +7.8% |
| 30D | +7.6% | -4.9% | +12.5% | +8.5% |
| 3M | -7.5% | -23.7% | +16.2% | -1.3% |
| 6M | +21.2% | -45.0% | +66.2% | +41.3% |
| YTD | +44.0% | -60.9% | +104.9% | +81.7% |
| 1Y | +44.7% | -58.9% | +103.6% | +79.2% |
| 3Y | +160.5% | -74.4% | +235.0% | +251.0% |
| 5Y | +124.6% | -71.5% | +196.2% | +179.6% |
| All | +124.6% | -71.4% | +196.0% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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