+671.3%
MSI vs GRMN
+665.4%
+5.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.9% |
| 7D | +7.7% | +1.7% | +6.0% | +7.1% |
| 30D | +19.9% | +10.2% | +9.7% | +15.9% |
| 3M | +14.9% | -4.7% | +19.6% | +16.4% |
| 6M | +37.2% | +22.3% | +15.0% | +26.4% |
| YTD | +40.8% | +46.7% | -5.9% | +20.4% |
| 1Y | +38.1% | +49.6% | -11.5% | +17.1% |
| 3Y | +77.7% | +165.3% | -87.6% | +9.4% |
| 5Y | +129.0% | +130.3% | -1.3% | +48.5% |
| 10Y | +671.3% | +658.0% | +13.3% | +203.5% |
| All | +671.3% | +665.4% | +5.9% | +203.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling