+78.7%
PR vs GRMN
+665.4%
-586.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.8% | +0.9% | +2.1% |
| 7D | -0.5% | +1.7% | -2.1% | -1.1% |
| 30D | -4.6% | +10.2% | -14.8% | -8.4% |
| 3M | +4.7% | -4.7% | +9.4% | +5.9% |
| 6M | +12.4% | +22.3% | -9.8% | +2.1% |
| YTD | +62.9% | +46.7% | +16.2% | +35.1% |
| 1Y | +70.6% | +49.6% | +20.9% | +40.0% |
| 3Y | +90.0% | +165.3% | -75.3% | +15.2% |
| 5Y | +255.5% | +130.3% | +125.2% | +126.4% |
| 10Y | +78.7% | +658.0% | -579.3% | -17.7% |
| All | +78.7% | +665.4% | -586.6% | -17.7% |
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