+12.3%
QQQ vs GRMN
+40.7%
-28.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.5% | -5.6% | 0.0% |
| 7D | -4.6% | +6.1% | -10.7% | -5.5% |
| 30D | -8.5% | +1.3% | -9.8% | -8.8% |
| 3M | -4.3% | -5.6% | +1.3% | -3.6% |
| 6M | +3.1% | +22.2% | -19.1% | -1.4% |
| YTD | +13.0% | +44.3% | -31.3% | +2.3% |
| 1Y | +12.3% | +43.1% | -30.8% | +2.5% |
| All | +12.3% | +40.7% | -28.4% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling