+579.9%
ON vs GRMN
+646.0%
-66.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.8% |
| 7D | -1.9% | -1.4% | -0.5% | -0.9% |
| 30D | -11.0% | -13.1% | +2.1% | -1.8% |
| 3M | -39.3% | +14.9% | -54.3% | -46.7% |
| 6M | +19.8% | +13.1% | +6.7% | +6.4% |
| YTD | +31.1% | +35.3% | -4.2% | +0.5% |
| 1Y | +46.0% | +16.0% | +30.0% | +24.8% |
| 3Y | -27.5% | +179.6% | -207.1% | -72.9% |
| 5Y | +56.9% | +75.0% | -18.1% | -11.9% |
| All | +579.9% | +646.0% | -66.1% | +43.3% |
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