+597.6%
MSI vs GRMN
+646.1%
-48.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.8% | -1.8% | 0.0% | -1.2% |
| 30D | -0.6% | -12.1% | +11.5% | +3.6% |
| 3M | +13.0% | +18.0% | -5.0% | +5.7% |
| 6M | +0.5% | +13.7% | -13.2% | -5.1% |
| YTD | +21.7% | +35.3% | -13.6% | +7.3% |
| 1Y | -2.6% | +17.2% | -19.9% | -10.0% |
| 3Y | +69.7% | +179.6% | -110.0% | +0.6% |
| 5Y | +102.8% | +75.6% | +27.2% | +48.4% |
| All | +597.6% | +646.1% | -48.4% | +178.3% |
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