+715.0%
P vs GRMN
+633.1%
+81.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.9% |
| 7D | +7.8% | +0.2% | +7.7% | +7.7% |
| 30D | +12.3% | -11.3% | +23.6% | +20.3% |
| 3M | +37.1% | +17.7% | +19.4% | +21.9% |
| 6M | +66.1% | +14.2% | +51.9% | +50.0% |
| YTD | +50.9% | +37.0% | +13.9% | +21.2% |
| 1Y | +27.2% | +17.0% | +10.2% | +11.6% |
| 3Y | +158.7% | +183.2% | -24.5% | +16.2% |
| 5Y | +291.1% | +77.3% | +213.8% | +146.2% |
| 10Y | +715.0% | +630.9% | +84.1% | +100.4% |
| All | +715.0% | +633.1% | +81.8% | +100.4% |
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