+43.1%
GRMN vs TRU
+2.1%
+41.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.6% | +2.0% | +5.4% |
| 7D | +6.1% | +10.5% | -4.4% | +3.6% |
| 30D | +1.3% | +28.7% | -27.4% | -4.9% |
| 3M | -5.6% | +0.7% | -6.2% | -5.8% |
| 6M | +22.2% | +19.3% | +2.9% | +16.1% |
| YTD | +44.3% | -3.7% | +48.0% | +42.5% |
| 1Y | +43.1% | +3.4% | +39.7% | +38.2% |
| All | +43.1% | +2.1% | +41.0% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling