+83.7%
GRMN vs TRU
-35.6%
+119.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.9% | +3.5% |
| 7D | +2.0% | -2.7% | +4.8% | +3.0% |
| 30D | -8.8% | -2.0% | -6.8% | -8.4% |
| 3M | +19.0% | +18.4% | +0.6% | +11.4% |
| 6M | +20.7% | +8.9% | +11.9% | +15.8% |
| YTD | +40.5% | -8.9% | +49.4% | +42.6% |
| 1Y | +19.1% | -15.9% | +35.0% | +23.9% |
| 3Y | +182.7% | -1.1% | +183.8% | +170.9% |
| All | +83.7% | -35.6% | +119.3% | +119.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling