+1,686.3%
PWR vs GRMN
+6,828.2%
-5,141.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.3% |
| 7D | +11.3% | -0.9% | +12.2% | +11.7% |
| 30D | -8.9% | +1.2% | -10.0% | -9.8% |
| 3M | -10.5% | -8.9% | -1.6% | -8.1% |
| 6M | -22.2% | +23.0% | -45.2% | -29.2% |
| YTD | +42.7% | +41.2% | +1.5% | +22.5% |
| 1Y | +41.1% | +47.5% | -6.4% | +19.2% |
| 3Y | +242.7% | +155.8% | +87.0% | +127.8% |
| 5Y | +418.5% | +120.2% | +298.4% | +261.6% |
| 10Y | +1,855.0% | +629.9% | +1,225.1% | +799.1% |
| All | +1,686.3% | +6,828.2% | -5,141.9% | +232.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling