+76.2%
PBR vs GRMN
+16.5%
+59.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.2% |
| 7D | +4.2% | -1.8% | +6.0% | +4.2% |
| 30D | +22.7% | -12.1% | +34.8% | +22.7% |
| 3M | +21.5% | +18.0% | +3.5% | +21.6% |
| 6M | +24.0% | +13.7% | +10.3% | +23.9% |
| YTD | +88.2% | +35.3% | +52.9% | +88.4% |
| All | +76.2% | +16.5% | +59.7% | +79.1% |
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