-41.4%
OPEN vs GRMN
+155.8%
-197.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.0% |
| 7D | -15.0% | -0.9% | -14.1% | -14.3% |
| 30D | -40.2% | +1.2% | -41.4% | -40.3% |
| 3M | -67.4% | -8.9% | -58.5% | -65.4% |
| 6M | -74.0% | +23.0% | -97.0% | -77.5% |
| YTD | -79.6% | +41.2% | -120.8% | -84.1% |
| 1Y | -86.1% | +47.5% | -133.6% | -89.5% |
| 3Y | -41.4% | +155.8% | -197.1% | -79.8% |
| All | -41.4% | +155.8% | -197.2% | -79.8% |
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