+24.8%
LOW vs GRMN
+155.8%
-131.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | +1.4% | -0.9% | +2.3% | +1.6% |
| 30D | +21.7% | +1.2% | +20.5% | +21.3% |
| 3M | +5.0% | -8.9% | +13.9% | +7.2% |
| 6M | +4.6% | +23.0% | -18.4% | -1.2% |
| YTD | -3.5% | +41.2% | -44.7% | -11.9% |
| 1Y | +0.5% | +47.5% | -46.9% | -9.1% |
| 3Y | +24.8% | +155.8% | -130.9% | -12.5% |
| All | +24.8% | +155.8% | -131.0% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling