+27.0%
MMM vs GRMN
+76.7%
-49.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -8.0% | -11.3% | +3.3% | -4.4% |
| 3M | +9.4% | +17.7% | -8.4% | +2.4% |
| 6M | +10.2% | +14.2% | -3.9% | +4.1% |
| YTD | +6.1% | +37.0% | -30.9% | -6.7% |
| 1Y | +10.8% | +17.0% | -6.2% | +2.9% |
| 3Y | +104.8% | +183.2% | -78.4% | +27.5% |
| 5Y | +27.0% | +77.3% | -50.2% | -14.3% |
| All | +27.0% | +76.7% | -49.7% | -14.3% |
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