+3,082.5%
RMD vs GRMN
+6,828.2%
-3,745.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +2.1% | -0.9% | +3.0% | +2.3% |
| 30D | +2.1% | +1.2% | +0.9% | +1.9% |
| 3M | +6.2% | -8.9% | +15.2% | +8.2% |
| 6M | +19.4% | +23.0% | -3.6% | +13.9% |
| YTD | +0.5% | +41.2% | -40.7% | -7.1% |
| 1Y | -3.9% | +47.5% | -51.4% | -12.1% |
| 3Y | +72.5% | +155.8% | -83.2% | +38.4% |
| 5Y | -1.5% | +120.2% | -121.7% | -19.1% |
| 10Y | +345.8% | +629.9% | -284.1% | +195.7% |
| All | +3,082.5% | +6,828.2% | -3,745.7% | +1,469.9% |
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