+3,221.2%
LOW vs GRMN
+6,828.2%
-3,607.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | +1.4% | -0.9% | +2.3% | +1.7% |
| 30D | +21.7% | +1.2% | +20.5% | +21.3% |
| 3M | +5.0% | -8.9% | +13.9% | +7.6% |
| 6M | +4.6% | +23.0% | -18.4% | -2.0% |
| YTD | -3.5% | +41.2% | -44.7% | -13.3% |
| 1Y | +0.5% | +47.5% | -46.9% | -10.8% |
| 3Y | +24.8% | +155.8% | -130.9% | -7.8% |
| 5Y | +6.5% | +120.2% | -113.7% | -18.4% |
| 10Y | +294.6% | +629.9% | -335.3% | +123.8% |
| All | +3,221.2% | +6,828.2% | -3,607.1% | +1,002.6% |
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 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