+145.1%
MS vs GRMN
+75.1%
+69.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +1.4% | -2.9% | +4.2% | +2.4% |
| 30D | -0.3% | -8.4% | +8.2% | +2.9% |
| 3M | +0.3% | +15.0% | -14.7% | -5.9% |
| 6M | +31.3% | +11.2% | +20.1% | +24.6% |
| YTD | +24.7% | +37.7% | -13.0% | +8.4% |
| 1Y | +47.9% | +18.5% | +29.4% | +35.6% |
| 3Y | +178.3% | +175.8% | +2.5% | +71.6% |
| All | +145.1% | +75.1% | +69.9% | +61.0% |
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