+1,065.2%
NRG vs GRMN
+677.8%
+387.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.2% | -2.6% | -0.1% |
| 7D | -4.7% | +2.4% | -7.1% | -5.6% |
| 30D | -6.0% | -8.5% | +2.5% | -2.5% |
| 3M | -8.0% | +19.5% | -27.4% | -15.9% |
| 6M | -23.2% | +21.2% | -44.3% | -30.2% |
| YTD | -28.1% | +41.0% | -69.1% | -39.2% |
| 1Y | -27.3% | +19.6% | -46.9% | -34.3% |
| 3Y | +208.7% | +183.8% | +24.9% | +78.7% |
| 5Y | +197.7% | +83.0% | +114.6% | +110.4% |
| All | +1,065.2% | +677.8% | +387.4% | +303.3% |
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