-17.1%
OPEN vs GRMN
+184.1%
-201.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.3% | -2.9% | -1.4% | -2.6% |
| 30D | -16.2% | -8.4% | -7.8% | -11.8% |
| 3M | -36.4% | +15.0% | -51.4% | -42.5% |
| 6M | -35.5% | +11.2% | -46.7% | -40.8% |
| YTD | -46.0% | +37.7% | -83.7% | -57.1% |
| 1Y | -47.1% | +18.5% | -65.6% | -53.8% |
| All | -17.1% | +184.1% | -201.2% | -60.1% |
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