+76.9%
GRMN vs WY
-22.5%
+99.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +1.2% |
| 7D | -1.8% | -3.7% | +1.9% | -0.1% |
| 30D | -12.1% | -11.3% | -0.8% | -7.2% |
| 3M | +18.0% | -8.1% | +26.1% | +21.9% |
| 6M | +13.7% | -7.4% | +21.2% | +16.8% |
| YTD | +35.3% | -4.7% | +40.0% | +35.6% |
| 1Y | +17.2% | -9.2% | +26.4% | +20.4% |
| 3Y | +179.6% | -24.7% | +204.3% | +209.8% |
| All | +76.9% | -22.5% | +99.4% | +95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling