-25.1%
NOW vs GRMN
+119.5%
-144.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | +0.3% | -0.9% | +1.2% | +0.7% |
| 30D | -27.0% | +1.2% | -28.1% | -27.7% |
| 3M | -19.6% | -8.9% | -10.7% | -16.7% |
| 6M | +17.5% | +23.0% | -5.5% | +4.7% |
| YTD | -33.3% | +41.2% | -74.5% | -45.3% |
| 1Y | -39.8% | +47.5% | -87.3% | -51.8% |
| 3Y | -19.9% | +155.8% | -175.7% | -59.8% |
| All | -25.1% | +119.5% | -144.6% | -54.8% |
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