+102.5%
PSX vs GRMN
+16.1%
+86.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.5% | -1.8% | +3.3% | +1.4% |
| 30D | +15.8% | -12.1% | +27.9% | +14.7% |
| 3M | +43.0% | +18.0% | +25.0% | +44.8% |
| 6M | +61.1% | +13.7% | +47.4% | +62.9% |
| YTD | +104.5% | +35.3% | +69.2% | +104.9% |
| 1Y | +102.5% | +17.2% | +85.3% | +100.9% |
| All | +102.5% | +16.1% | +86.4% | +100.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling