+53.3%
NVS vs GRMN
+190.9%
-137.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.5% | -0.5% |
| 7D | -14.3% | +2.4% | -16.7% | -14.4% |
| 30D | -10.0% | -8.5% | -1.5% | -9.4% |
| 3M | -10.9% | +19.5% | -30.4% | -12.4% |
| 6M | -12.0% | +21.2% | -33.2% | -13.6% |
| YTD | +2.5% | +41.0% | -38.5% | -0.6% |
| 1Y | +10.7% | +19.6% | -8.9% | +8.6% |
| 3Y | +53.3% | +183.8% | -130.5% | +35.3% |
| All | +53.3% | +190.9% | -137.6% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling