+4,839.7%
GRMN vs WTW
+1,102.0%
+3,737.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.2% | +4.2% |
| 7D | +2.4% | -5.7% | +8.1% | +4.7% |
| 30D | -8.5% | -7.3% | -1.2% | -5.9% |
| 3M | +19.5% | +21.5% | -2.0% | +10.4% |
| 6M | +21.2% | +9.6% | +11.6% | +15.8% |
| YTD | +41.0% | -3.3% | +44.3% | +40.5% |
| 1Y | +19.6% | -6.1% | +25.7% | +20.3% |
| 3Y | +183.8% | +61.8% | +122.0% | +127.4% |
| 5Y | +83.0% | +42.7% | +40.3% | +53.2% |
| 10Y | +675.8% | +197.2% | +478.6% | +378.8% |
| All | +4,839.7% | +1,102.0% | +3,737.6% | +2,225.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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