+724.5%
GRMN vs TRU
+228.6%
+495.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +0.6% |
| 7D | +0.2% | -7.2% | +7.4% | +2.9% |
| 30D | -11.3% | -2.8% | -8.5% | -10.6% |
| 3M | +17.7% | +13.0% | +4.7% | +11.5% |
| 6M | +14.2% | +0.7% | +13.5% | +12.4% |
| YTD | +37.0% | -9.0% | +46.0% | +39.1% |
| 1Y | +17.0% | -16.3% | +33.3% | +22.0% |
| 3Y | +183.2% | -1.1% | +184.3% | +163.8% |
| 5Y | +77.3% | -36.0% | +113.3% | +93.9% |
| 10Y | +630.9% | +139.9% | +491.0% | +348.5% |
| All | +724.5% | +228.6% | +495.9% | +307.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling