+681.4%
MMM vs GRMN
+6,966.1%
-6,284.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.6% |
| 7D | +7.0% | +6.3% | +0.6% | +5.5% |
| 30D | +18.4% | +7.6% | +10.8% | +16.5% |
| 3M | +4.5% | -7.5% | +11.9% | +6.3% |
| 6M | +33.4% | +21.2% | +12.2% | +26.7% |
| YTD | +20.0% | +44.0% | -24.1% | +9.1% |
| 1Y | +15.0% | +44.7% | -29.7% | +4.5% |
| 3Y | +165.0% | +160.5% | +4.5% | +107.5% |
| 5Y | +47.9% | +124.6% | -76.7% | +18.8% |
| 10Y | +79.6% | +651.6% | -572.0% | +12.6% |
| All | +681.4% | +6,966.1% | -6,284.7% | +218.6% |
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 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