+4,276.0%
LIN vs GRMN
+6,910.7%
-2,634.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +3.6% | +2.3% | +1.3% | +2.9% |
| 30D | +6.4% | +2.6% | +3.8% | +5.5% |
| 3M | +6.5% | -5.0% | +11.5% | +7.6% |
| 6M | +4.9% | +23.1% | -18.2% | -1.5% |
| YTD | +23.4% | +42.9% | -19.5% | +11.0% |
| 1Y | +26.3% | +41.7% | -15.4% | +13.7% |
| 3Y | +38.0% | +160.7% | -122.8% | +2.6% |
| 5Y | +68.0% | +124.2% | -56.2% | +28.7% |
| 10Y | +437.1% | +684.8% | -247.6% | +201.3% |
| All | +4,276.0% | +6,910.7% | -2,634.7% | +1,232.8% |
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