+2,925.6%
RMD vs GRMN
+6,655.2%
-3,729.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -5.0% | -2.9% | -2.1% | -4.4% |
| 30D | +2.2% | -8.4% | +10.7% | +4.1% |
| 3M | +17.8% | +15.0% | +2.8% | +14.1% |
| 6M | -11.3% | +11.2% | -22.5% | -13.7% |
| YTD | -4.4% | +37.7% | -42.1% | -11.1% |
| 1Y | -15.7% | +18.5% | -34.2% | -19.4% |
| 3Y | +47.7% | +175.8% | -128.1% | +16.7% |
| 5Y | -19.2% | +75.1% | -94.3% | -30.7% |
| 10Y | +280.4% | +637.0% | -356.6% | +152.4% |
| All | +2,925.6% | +6,655.2% | -3,729.6% | +1,401.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling