+552.9%
QQQ vs GRMN
+646.1%
-93.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.3% | -1.8% | +0.5% | -0.5% |
| 30D | -1.4% | -12.1% | +10.7% | +4.0% |
| 3M | +2.3% | +18.0% | -15.7% | -5.8% |
| 6M | +16.9% | +13.7% | +3.2% | +9.1% |
| YTD | +15.6% | +35.3% | -19.7% | -0.6% |
| 1Y | +22.6% | +17.2% | +5.4% | +11.6% |
| 3Y | +93.5% | +179.6% | -86.1% | +7.6% |
| 5Y | +93.9% | +75.6% | +18.4% | +34.2% |
| All | +552.9% | +646.1% | -93.2% | +142.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling