+663.9%
MMM vs GRMN
+6,890.4%
-6,226.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +6.2% | +4.7% | +1.5% | +5.2% |
| 30D | +14.2% | +3.4% | +10.8% | +13.3% |
| 3M | +2.9% | -5.0% | +7.9% | +4.1% |
| 6M | +27.6% | +18.6% | +9.0% | +21.7% |
| YTD | +17.3% | +42.5% | -25.2% | +6.9% |
| 1Y | +15.1% | +42.3% | -27.2% | +4.9% |
| 3Y | +157.1% | +158.5% | -1.3% | +101.7% |
| 5Y | +45.1% | +123.6% | -78.4% | +16.7% |
| 10Y | +83.9% | +682.5% | -598.6% | +14.4% |
| All | +663.9% | +6,890.4% | -6,226.5% | +212.2% |
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