-83.6%
OPEN vs GRMN
+76.7%
-160.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.1% |
| 7D | +1.0% | +0.2% | +0.8% | +0.8% |
| 30D | -11.9% | -11.3% | -0.6% | -1.7% |
| 3M | -28.8% | +17.7% | -46.5% | -41.5% |
| 6M | -38.6% | +14.2% | -52.8% | -48.2% |
| YTD | -47.3% | +37.0% | -84.4% | -63.7% |
| 1Y | -49.2% | +17.0% | -66.2% | -58.9% |
| 3Y | -18.8% | +183.2% | -202.0% | -83.2% |
| 5Y | -83.6% | +77.3% | -160.9% | -96.0% |
| All | -83.6% | +76.7% | -160.3% | -96.0% |
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