+420.8%
RSG vs GRMN
+677.8%
-256.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.5% | -0.2% |
| 7D | 0.0% | +2.4% | -2.4% | -0.5% |
| 30D | +4.0% | -8.5% | +12.4% | +6.0% |
| 3M | +7.4% | +19.5% | -12.1% | +2.6% |
| 6M | +0.1% | +21.2% | -21.1% | -5.1% |
| YTD | +6.0% | +41.0% | -35.0% | -3.6% |
| 1Y | -3.0% | +19.6% | -22.6% | -8.3% |
| 3Y | +56.5% | +183.8% | -127.3% | +8.6% |
| 5Y | +90.9% | +83.0% | +7.9% | +53.7% |
| All | +420.8% | +677.8% | -256.9% | +164.6% |
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