-24.5%
KVUE vs GRMN
+200.9%
-225.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.6% |
| 7D | -5.1% | +2.4% | -7.6% | -5.4% |
| 30D | -6.3% | -8.5% | +2.1% | -5.4% |
| 3M | -0.5% | +19.5% | -20.0% | -2.9% |
| 6M | +3.1% | +21.2% | -18.1% | +0.3% |
| YTD | +6.7% | +41.0% | -34.4% | +1.9% |
| 1Y | -1.1% | +19.6% | -20.7% | -3.8% |
| 3Y | -8.7% | +183.8% | -192.5% | -25.3% |
| All | -24.5% | +200.9% | -225.4% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling