+3,158.2%
MCK vs GRMN
+6,537.4%
-3,379.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | -1.8% | -2.6% | -4.1% |
| 30D | -2.2% | -12.1% | +9.9% | -0.2% |
| 3M | +11.6% | +18.0% | -6.4% | +8.2% |
| 6M | -4.9% | +13.7% | -18.7% | -7.5% |
| YTD | +7.7% | +35.3% | -27.6% | +1.7% |
| 1Y | +25.2% | +17.2% | +8.0% | +20.7% |
| 3Y | +112.1% | +179.6% | -67.5% | +71.8% |
| 5Y | +345.8% | +75.6% | +270.3% | +288.1% |
| 10Y | +439.7% | +644.2% | -204.4% | +266.3% |
| All | +3,158.2% | +6,537.4% | -3,379.2% | +1,436.8% |
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