+90.0%
RSG vs GRMN
+80.9%
+9.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.1% | +0.3% |
| 7D | 0.0% | +2.0% | -2.0% | -0.2% |
| 30D | +4.0% | -8.8% | +12.8% | +5.1% |
| 3M | +7.4% | +19.0% | -11.6% | +4.9% |
| 6M | +0.1% | +20.7% | -20.6% | -2.6% |
| YTD | +6.0% | +40.5% | -34.5% | +0.8% |
| 1Y | -3.0% | +19.1% | -22.1% | -5.7% |
| 3Y | +56.5% | +182.7% | -126.2% | +25.1% |
| All | +90.0% | +80.9% | +9.1% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling