+68.1%
RIO vs GRMN
+16.1%
+52.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -3.4% | -1.8% | -1.6% | -3.0% |
| 30D | +0.6% | -12.1% | +12.7% | +3.5% |
| 3M | +2.5% | +18.0% | -15.5% | -2.5% |
| 6M | +10.8% | +13.7% | -2.9% | +6.3% |
| YTD | +30.5% | +35.3% | -4.8% | +20.7% |
| 1Y | +68.1% | +17.2% | +50.9% | +57.4% |
| All | +68.1% | +16.1% | +52.1% | +57.4% |
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