+97.2%
NI vs GRMN
+81.6%
+15.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.3% | -0.7% |
| 7D | 0.0% | +2.4% | -2.4% | -0.4% |
| 30D | -1.4% | -8.5% | +7.1% | 0.0% |
| 3M | -10.6% | +19.5% | -30.0% | -13.7% |
| 6M | -9.3% | +21.2% | -30.5% | -12.9% |
| YTD | +1.1% | +41.0% | -39.9% | -6.0% |
| 1Y | +3.4% | +19.6% | -16.2% | -0.9% |
| 3Y | +67.9% | +183.8% | -115.9% | +27.3% |
| All | +97.2% | +81.6% | +15.5% | +48.6% |
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