+140.2%
NI vs GRMN
+646.1%
-505.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.6% | -1.8% | +1.2% | -0.1% |
| 30D | -1.4% | -12.1% | +10.7% | +1.9% |
| 3M | -10.6% | +18.0% | -28.6% | -15.1% |
| 6M | -9.9% | +13.7% | -23.6% | -13.9% |
| YTD | +1.2% | +35.3% | -34.1% | -8.4% |
| 1Y | +4.4% | +17.2% | -12.8% | -1.8% |
| 3Y | +68.6% | +179.6% | -111.0% | +14.1% |
| 5Y | +98.0% | +75.6% | +22.4% | +55.7% |
| All | +140.2% | +646.1% | -505.8% | +18.1% |
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