+997.0%
MSI vs GRMN
+6,828.2%
-5,831.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | +3.2% | -0.9% | +4.1% | +3.5% |
| 30D | +17.6% | +1.2% | +16.4% | +17.0% |
| 3M | +14.5% | -8.9% | +23.4% | +17.2% |
| 6M | +34.3% | +23.0% | +11.3% | +25.2% |
| YTD | +39.7% | +41.2% | -1.5% | +24.4% |
| 1Y | +40.2% | +47.5% | -7.3% | +23.1% |
| 3Y | +77.1% | +155.8% | -78.6% | +27.3% |
| 5Y | +124.0% | +120.2% | +3.9% | +66.8% |
| 10Y | +665.5% | +629.9% | +35.6% | +301.8% |
| All | +997.0% | +6,828.2% | -5,831.2% | +155.8% |
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