+9.5%
MGY vs GRMN
+40.7%
-31.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.5% | -11.8% | -5.2% |
| 7D | -12.1% | +6.1% | -18.2% | -12.1% |
| 30D | -2.6% | +1.3% | -3.9% | -2.5% |
| 3M | -4.2% | -5.6% | +1.3% | -3.8% |
| 6M | -23.9% | +22.2% | -46.1% | -23.6% |
| YTD | +8.8% | +44.3% | -35.5% | +5.6% |
| 1Y | +9.5% | +43.1% | -33.6% | +6.6% |
| All | +9.5% | +40.7% | -31.2% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling