+72.9%
PBR vs GRMN
+40.7%
+32.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.5% | -13.5% | -6.6% |
| 7D | -11.0% | +6.1% | -17.1% | -10.6% |
| 30D | -18.8% | +1.3% | -20.0% | -18.4% |
| 3M | +7.8% | -5.6% | +13.4% | +8.3% |
| 6M | -7.6% | +22.2% | -29.8% | -6.6% |
| YTD | +72.7% | +44.3% | +28.4% | +76.8% |
| 1Y | +72.9% | +43.1% | +29.9% | +77.2% |
| All | +72.9% | +40.7% | +32.3% | +77.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling