+21.1%
PL vs GRMN
+122.2%
-101.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.3% | +10.7% | +10.5% |
| 7D | -6.8% | +4.7% | -11.6% | -9.8% |
| 30D | -29.3% | +3.4% | -32.7% | -31.3% |
| 3M | -44.8% | -5.0% | -39.7% | -43.5% |
| 6M | -68.4% | +18.6% | -87.0% | -72.4% |
| YTD | -36.4% | +42.5% | -78.9% | -51.3% |
| 1Y | +0.7% | +42.3% | -41.6% | -22.6% |
| 3Y | +455.3% | +158.5% | +296.8% | +158.6% |
| All | +21.1% | +122.2% | -101.1% | -33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling