+415.3%
PR vs GRMN
+75.1%
+340.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +2.9% | -2.9% | +5.8% | +3.8% |
| 30D | +18.0% | -8.4% | +26.5% | +21.2% |
| 3M | +16.9% | +15.0% | +1.9% | +10.9% |
| 6M | +28.2% | +11.2% | +17.0% | +22.1% |
| YTD | +69.3% | +37.7% | +31.6% | +48.3% |
| 1Y | +69.5% | +18.5% | +51.0% | +56.1% |
| 3Y | +81.7% | +175.8% | -94.1% | +15.2% |
| All | +415.3% | +75.1% | +340.1% | +246.9% |
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