+1,949.2%
O vs GRMN
+6,655.2%
-4,706.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -0.7% | -2.9% | +2.1% | -0.1% |
| 30D | -1.9% | -8.4% | +6.6% | +0.2% |
| 3M | +3.8% | +15.0% | -11.2% | -0.2% |
| 6M | -4.7% | +11.2% | -16.0% | -8.0% |
| YTD | +12.5% | +37.7% | -25.2% | +2.6% |
| 1Y | +10.8% | +18.5% | -7.6% | +4.6% |
| 3Y | +28.8% | +175.8% | -147.0% | -5.1% |
| 5Y | +13.2% | +75.1% | -61.9% | -7.4% |
| 10Y | +53.5% | +637.0% | -583.6% | -12.7% |
| All | +1,949.2% | +6,655.2% | -4,706.0% | +698.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling