+236.7%
INTU vs GRMN
+628.7%
-392.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.6% | +1.0% |
| 7D | +0.1% | -0.9% | +0.9% | +0.4% |
| 30D | +10.1% | +1.2% | +8.9% | +9.2% |
| 3M | -4.2% | -8.9% | +4.7% | -0.2% |
| 6M | -7.2% | +23.0% | -30.2% | -18.0% |
| YTD | -47.7% | +41.2% | -88.9% | -57.7% |
| 1Y | -46.7% | +47.5% | -94.2% | -57.9% |
| 3Y | -34.1% | +155.8% | -189.8% | -66.5% |
| 5Y | -43.3% | +120.2% | -163.5% | -68.8% |
| All | +236.7% | +628.7% | -392.0% | +2.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling