+49.1%
LLY vs GRMN
+45.1%
+4.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | +1.6% | +6.3% | -4.7% | +1.3% |
| 30D | +21.5% | +7.6% | +13.9% | +21.0% |
| 3M | +16.4% | -7.5% | +23.9% | +16.6% |
| 6M | +51.5% | +21.2% | +30.3% | +48.6% |
| YTD | +33.9% | +44.0% | -10.1% | +24.3% |
| 1Y | +49.1% | +44.7% | +4.4% | +38.4% |
| All | +49.1% | +45.1% | +4.1% | +38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling