+42.7%
ORCL vs GRMN
+119.5%
-76.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.0% |
| 7D | +8.0% | -0.9% | +8.9% | +8.3% |
| 30D | -4.0% | +1.2% | -5.2% | -4.7% |
| 3M | -19.5% | -8.9% | -10.6% | -17.2% |
| 6M | -33.5% | +23.0% | -56.5% | -38.9% |
| YTD | -34.8% | +41.2% | -76.1% | -43.6% |
| 1Y | -41.6% | +47.5% | -89.1% | -50.3% |
| 3Y | +13.8% | +155.8% | -142.0% | -26.5% |
| All | +42.7% | +119.5% | -76.9% | +0.7% |
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