+5,240.8%
GRMN vs WWD
+6,709.1%
-1,468.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.4% |
| 7D | -2.9% | +1.3% | -4.2% | -3.3% |
| 30D | -8.4% | -7.2% | -1.3% | -6.3% |
| 3M | +15.0% | -3.8% | +18.8% | +15.1% |
| 6M | +11.2% | -9.9% | +21.1% | +13.3% |
| YTD | +37.7% | +14.8% | +22.9% | +28.6% |
| 1Y | +18.5% | +42.1% | -23.6% | +2.2% |
| 3Y | +175.8% | +170.8% | +5.0% | +88.3% |
| 5Y | +75.1% | +197.5% | -122.4% | +13.6% |
| 10Y | +637.0% | +477.8% | +159.2% | +250.6% |
| All | +5,240.8% | +6,709.1% | -1,468.2% | +939.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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