+172.2%
GRMN vs TRU
-2.2%
+174.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -1.8% | -9.4% | +7.6% | +1.0% |
| 30D | -12.1% | -4.1% | -8.0% | -11.2% |
| 3M | +18.0% | +13.6% | +4.4% | +13.1% |
| 6M | +13.7% | +3.6% | +10.1% | +11.6% |
| YTD | +35.3% | -9.8% | +45.1% | +37.3% |
| 1Y | +17.2% | -13.6% | +30.9% | +20.1% |
| All | +172.2% | -2.2% | +174.5% | +182.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling