+45.3%
MO vs GRMN
+40.7%
+4.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.5% | -5.1% | +1.8% |
| 7D | +6.9% | +6.1% | +0.8% | +7.2% |
| 30D | +14.9% | +1.3% | +13.7% | +15.0% |
| 3M | +16.4% | -5.6% | +22.0% | +15.9% |
| 6M | +9.6% | +22.2% | -12.6% | +11.7% |
| YTD | +41.8% | +44.3% | -2.4% | +46.2% |
| 1Y | +45.3% | +43.1% | +2.3% | +49.6% |
| All | +45.3% | +40.7% | +4.7% | +49.6% |
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