+445.7%
PWR vs GRMN
+73.8%
+371.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.5% |
| 7D | +2.7% | -1.4% | +4.1% | +3.1% |
| 30D | -5.1% | -13.1% | +8.0% | -0.6% |
| 3M | -9.4% | +14.9% | -24.3% | -14.6% |
| 6M | +10.4% | +13.1% | -2.7% | +4.3% |
| YTD | +48.6% | +35.3% | +13.4% | +30.4% |
| 1Y | +68.0% | +16.0% | +52.0% | +55.9% |
| 3Y | +204.7% | +179.6% | +25.1% | +75.1% |
| All | +445.7% | +73.8% | +371.9% | +275.6% |
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