+669.0%
GRMN vs TRU
+147.2%
+521.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.3% | +3.9% |
| 7D | +2.4% | -2.7% | +5.2% | +3.5% |
| 30D | -8.5% | -2.0% | -6.4% | -8.0% |
| 3M | +19.5% | +18.4% | +1.0% | +11.4% |
| 6M | +21.2% | +8.9% | +12.3% | +16.0% |
| YTD | +41.0% | -8.9% | +50.0% | +43.1% |
| 1Y | +19.6% | -15.9% | +35.5% | +24.4% |
| 3Y | +183.8% | -1.1% | +184.9% | +165.8% |
| 5Y | +83.0% | -35.2% | +118.2% | +98.9% |
| All | +669.0% | +147.2% | +521.8% | +492.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling