-81.1%
QID vs GRMN
+73.8%
-154.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | -0.4% |
| 7D | -1.9% | -1.4% | -0.5% | -2.9% |
| 30D | +1.7% | -13.1% | +14.8% | -7.4% |
| 3M | -3.9% | +14.9% | -18.8% | +6.7% |
| 6M | -30.0% | +13.1% | -43.1% | -22.1% |
| YTD | -28.2% | +35.3% | -63.5% | -7.6% |
| 1Y | -35.6% | +16.0% | -51.6% | -25.6% |
| 3Y | -74.3% | +179.6% | -253.9% | -19.3% |
| All | -81.1% | +73.8% | -154.9% | -42.8% |
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 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