+1,310.2%
MCHP vs GRMN
+6,655.2%
-5,345.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | +1.7% | -2.9% | +4.6% | +2.8% |
| 30D | -4.1% | -8.4% | +4.4% | -0.7% |
| 3M | -22.5% | +15.0% | -37.5% | -27.3% |
| 6M | +7.3% | +11.2% | -3.9% | +1.9% |
| YTD | +18.4% | +37.7% | -19.3% | +3.3% |
| 1Y | +18.1% | +18.5% | -0.3% | +9.0% |
| 3Y | -2.8% | +175.8% | -178.6% | -35.1% |
| 5Y | +5.5% | +75.1% | -69.6% | -17.1% |
| 10Y | +185.8% | +637.0% | -451.2% | +44.8% |
| All | +1,310.2% | +6,655.2% | -5,345.0% | +183.0% |
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 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