+11.8%
MGY vs GRMN
+18.2%
-6.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.5% | -1.5% |
| 7D | +2.1% | -2.9% | +5.0% | +2.3% |
| 30D | +13.8% | -8.4% | +22.2% | +14.4% |
| 3M | -4.3% | +15.0% | -19.3% | -4.6% |
| 6M | -5.1% | +11.2% | -16.3% | -4.9% |
| YTD | +24.8% | +37.7% | -12.9% | +21.1% |
| 1Y | +11.8% | +18.5% | -6.7% | +11.9% |
| All | +11.8% | +18.2% | -6.4% | +11.9% |
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