+363.8%
PSX vs GRMN
+76.7%
+287.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | +27.8% | -11.3% | +39.1% | +30.7% |
| 3M | +42.0% | +17.7% | +24.3% | +36.4% |
| 6M | +58.1% | +14.2% | +44.0% | +52.3% |
| YTD | +105.0% | +37.0% | +68.0% | +87.8% |
| 1Y | +104.9% | +17.0% | +87.9% | +94.5% |
| 3Y | +134.1% | +183.2% | -49.1% | +77.0% |
| 5Y | +363.8% | +77.3% | +286.6% | +291.0% |
| All | +363.8% | +76.7% | +287.1% | +291.0% |
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