+69.6%
PBR vs GRMN
+18.2%
+51.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +8.6% | -2.9% | +11.4% | +8.5% |
| 30D | +12.8% | -8.4% | +21.2% | +12.7% |
| 3M | +14.7% | +15.0% | -0.3% | +14.8% |
| 6M | +25.2% | +11.2% | +14.0% | +25.4% |
| YTD | +77.1% | +37.7% | +39.4% | +78.0% |
| 1Y | +69.6% | +18.5% | +51.1% | +76.5% |
| All | +69.6% | +18.2% | +51.4% | +76.5% |
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