+172.2%
GRMN vs WY
-25.0%
+197.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +1.0% |
| 7D | -1.8% | -3.7% | +1.9% | -0.4% |
| 30D | -12.1% | -11.3% | -0.8% | -8.0% |
| 3M | +18.0% | -8.1% | +26.1% | +21.4% |
| 6M | +13.7% | -7.4% | +21.2% | +16.3% |
| YTD | +35.3% | -4.7% | +40.0% | +35.2% |
| 1Y | +17.2% | -9.2% | +26.4% | +19.8% |
| All | +172.2% | -25.0% | +197.3% | +199.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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