+15.4%
ORCL vs GRMN
+158.7%
-143.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.3% |
| 7D | +10.4% | -0.1% | +10.5% | +10.4% |
| 30D | -11.2% | +3.5% | -14.8% | -12.4% |
| 3M | -16.8% | -7.3% | -9.4% | -15.3% |
| 6M | -31.5% | +21.8% | -53.2% | -35.8% |
| YTD | -33.9% | +42.8% | -76.7% | -41.4% |
| 1Y | -43.3% | +46.5% | -89.7% | -50.0% |
| All | +15.4% | +158.7% | -143.3% | -15.2% |
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