+170.4%
NXT vs GRMN
+195.2%
-24.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.3% |
| 7D | -0.2% | -1.4% | +1.2% | +0.1% |
| 30D | -20.0% | -13.1% | -6.9% | -17.3% |
| 3M | -30.9% | +14.9% | -45.9% | -33.4% |
| 6M | -23.8% | +13.1% | -36.9% | -26.3% |
| YTD | -5.4% | +35.3% | -40.7% | -12.7% |
| 1Y | +28.0% | +16.0% | +12.1% | +21.8% |
| 3Y | +93.3% | +179.6% | -86.3% | +34.8% |
| All | +170.4% | +195.2% | -24.8% | +74.3% |
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 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