+973.2%
IGV vs GRMN
+4,564.5%
-3,591.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.2% | -2.2% |
| 7D | -4.5% | -2.9% | -1.6% | -3.6% |
| 30D | +3.2% | -8.4% | +11.7% | +6.2% |
| 3M | +4.5% | +15.0% | -10.5% | -0.6% |
| 6M | +22.1% | +11.2% | +10.9% | +16.9% |
| YTD | -1.0% | +37.7% | -38.7% | -11.7% |
| 1Y | -2.1% | +18.5% | -20.6% | -8.6% |
| 3Y | +44.6% | +175.8% | -131.2% | +0.1% |
| 5Y | +22.2% | +75.1% | -52.9% | -2.8% |
| 10Y | +364.7% | +637.0% | -272.3% | +141.6% |
| All | +973.2% | +4,564.5% | -3,591.3% | +108.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling