+1,940.2%
MU vs GRMN
+6,890.4%
-4,950.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | -22.0% | +4.7% | -26.7% | -23.8% |
| 30D | -36.6% | +3.4% | -40.0% | -38.0% |
| 3M | -21.7% | -5.0% | -16.7% | -20.6% |
| 6M | +3.5% | +18.6% | -15.0% | -7.0% |
| YTD | +141.9% | +42.5% | +99.4% | +99.0% |
| 1Y | +189.8% | +42.3% | +147.5% | +139.1% |
| 3Y | +855.4% | +158.5% | +696.9% | +483.4% |
| 5Y | +869.2% | +123.6% | +745.6% | +532.0% |
| 10Y | +4,142.8% | +682.5% | +3,460.3% | +1,546.4% |
| All | +1,940.2% | +6,890.4% | -4,950.2% | +239.9% |
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