+1,315.7%
MU vs GRMN
+75.1%
+1,240.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | -2.9% | +11.8% | +10.4% |
| 30D | +13.8% | -8.4% | +22.3% | +18.4% |
| 3M | +2.1% | +15.0% | -12.9% | -6.6% |
| 6M | +153.8% | +11.2% | +142.6% | +135.6% |
| YTD | +256.4% | +37.7% | +218.7% | +193.3% |
| 1Y | +719.8% | +18.5% | +701.3% | +629.5% |
| 3Y | +1,360.4% | +175.8% | +1,184.6% | +639.2% |
| All | +1,315.7% | +75.1% | +1,240.6% | +691.6% |
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 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