+431.5%
LIN vs GRMN
+628.7%
-197.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.1% |
| 7D | +2.1% | -0.9% | +3.0% | +2.4% |
| 30D | +6.8% | +1.2% | +5.6% | +6.1% |
| 3M | +10.4% | -8.9% | +19.3% | +13.6% |
| 6M | +3.2% | +23.0% | -19.8% | -5.5% |
| YTD | +24.6% | +41.2% | -16.6% | +7.2% |
| 1Y | +24.4% | +47.5% | -23.1% | +5.1% |
| 3Y | +36.7% | +155.8% | -119.0% | -16.1% |
| 5Y | +67.0% | +120.2% | -53.2% | +8.2% |
| All | +431.5% | +628.7% | -197.3% | +108.6% |
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