+23.1%
Q vs GRMN
+15.0%
+8.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.4% |
| 7D | +0.3% | +4.7% | -4.4% | -1.3% |
| 30D | -9.8% | +3.4% | -13.2% | -11.2% |
| 3M | -12.2% | -5.0% | -7.2% | -10.8% |
| 6M | -21.6% | +18.6% | -40.2% | -28.1% |
| YTD | +43.6% | +42.5% | +1.1% | +19.8% |
| 1Y | +25.7% | +42.3% | -16.6% | +4.1% |
| All | +23.1% | +15.0% | +8.1% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling