+46.2%
PFE vs GRMN
+655.8%
-609.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | -0.7% | +6.3% | -7.0% | -2.2% |
| 30D | +5.3% | +7.6% | -2.2% | +3.4% |
| 3M | +10.1% | -7.5% | +17.6% | +11.9% |
| 6M | +18.0% | +21.2% | -3.2% | +11.7% |
| YTD | +25.8% | +44.0% | -18.2% | +13.4% |
| 1Y | +28.4% | +44.7% | -16.3% | +15.6% |
| 3Y | +20.9% | +160.5% | -139.6% | -10.6% |
| 5Y | -21.5% | +124.6% | -146.1% | -40.4% |
| 10Y | +46.2% | +651.6% | -605.4% | -18.3% |
| All | +46.2% | +655.8% | -609.5% | -18.3% |
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