+154.1%
MAR vs GRMN
+75.7%
+78.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.2% |
| 7D | -0.5% | -1.4% | +0.9% | 0.0% |
| 30D | -4.7% | -13.1% | +8.4% | -0.2% |
| 3M | -15.6% | +14.9% | -30.5% | -20.5% |
| 6M | +1.2% | +13.1% | -11.9% | -4.3% |
| YTD | +7.5% | +35.3% | -27.8% | -5.2% |
| 1Y | +26.6% | +16.0% | +10.6% | +17.6% |
| 3Y | +66.0% | +179.6% | -113.6% | +3.4% |
| 5Y | +154.1% | +75.0% | +79.1% | +63.0% |
| All | +154.1% | +75.7% | +78.4% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling