+251.6%
ORCL vs GRMN
+693.0%
-441.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.0% | +2.4% |
| 7D | +0.5% | +6.4% | -5.9% | -1.9% |
| 30D | -15.3% | +8.7% | -24.0% | -18.4% |
| 3M | -18.2% | -5.8% | -12.4% | -16.8% |
| 6M | -38.4% | +22.5% | -61.0% | -44.0% |
| YTD | -37.7% | +45.6% | -83.3% | -47.5% |
| 1Y | -49.3% | +47.5% | -96.7% | -57.5% |
| 3Y | +10.6% | +166.2% | -155.6% | -31.3% |
| 5Y | +35.5% | +124.1% | -88.6% | -10.8% |
| 10Y | +251.6% | +668.0% | -416.4% | +44.9% |
| All | +251.6% | +693.0% | -441.4% | +44.9% |
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