+20.1%
GSK vs GRMN
+21.5%
-1.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -0.2% |
| 7D | -3.5% | +2.4% | -6.0% | -3.7% |
| 30D | -3.4% | -8.5% | +5.0% | -3.0% |
| 3M | -8.1% | +19.5% | -27.6% | -9.4% |
| 6M | -11.1% | +21.2% | -32.3% | -12.4% |
| YTD | +0.7% | +41.0% | -40.3% | -0.5% |
| 1Y | +20.1% | +19.6% | +0.6% | +10.5% |
| All | +20.1% | +21.5% | -1.3% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 1y: compounded portfolio wealth divided by compounded GRMN 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…
1y analysis · Full analysis span regression · 6 months rolling