+4,242.6%
ROL vs GRMN
+7,095.1%
-2,852.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | +0.8% | +1.7% | -0.9% | +0.3% |
| 30D | +20.6% | +10.2% | +10.4% | +17.6% |
| 3M | +4.5% | -4.7% | +9.2% | +5.5% |
| 6M | -26.5% | +22.3% | -48.8% | -30.8% |
| YTD | -34.8% | +46.7% | -81.5% | -41.7% |
| 1Y | -33.2% | +49.6% | -82.8% | -40.6% |
| 3Y | +4.5% | +165.3% | -160.8% | -22.8% |
| 5Y | +15.5% | +130.3% | -114.8% | -12.3% |
| 10Y | +217.2% | +658.0% | -440.8% | +77.0% |
| All | +4,242.6% | +7,095.1% | -2,852.5% | +1,159.7% |
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