+48.5%
PPL vs GRMN
+122.2%
-73.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.4% | +4.7% | -4.3% | -0.3% |
| 30D | +5.4% | +3.4% | +2.0% | +4.9% |
| 3M | +4.3% | -5.0% | +9.3% | +4.9% |
| 6M | -1.3% | +18.6% | -19.9% | -4.3% |
| YTD | +4.7% | +42.5% | -37.8% | -1.9% |
| 1Y | +1.3% | +42.3% | -41.1% | -5.1% |
| 3Y | +57.2% | +158.5% | -101.2% | +21.8% |
| All | +48.5% | +122.2% | -73.7% | +13.3% |
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 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