+1,449.6%
NET vs GRMN
+276.7%
+1,172.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -7.0% | -2.9% | -4.1% | -5.2% |
| 30D | -4.8% | -8.4% | +3.6% | +0.7% |
| 3M | +3.8% | +15.0% | -11.2% | -5.4% |
| 6M | +50.0% | +11.2% | +38.8% | +38.3% |
| YTD | +41.5% | +37.7% | +3.8% | +12.6% |
| 1Y | +32.8% | +18.5% | +14.4% | +15.6% |
| 3Y | +335.9% | +175.8% | +160.1% | +82.2% |
| 5Y | +113.8% | +75.1% | +38.7% | +11.5% |
| All | +1,449.6% | +276.7% | +1,172.8% | +525.7% |
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