+1,143.3%
RSP vs GRMN
+2,578.4%
-1,435.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.1% | +1.6% |
| 7D | +0.4% | +6.4% | -5.9% | -1.4% |
| 30D | +3.7% | +8.7% | -5.0% | +1.1% |
| 3M | +0.8% | -5.8% | +6.5% | +2.2% |
| 6M | +9.1% | +22.5% | -13.5% | +1.8% |
| YTD | +16.7% | +45.6% | -28.9% | +3.1% |
| 1Y | +19.7% | +47.5% | -27.8% | +5.3% |
| 3Y | +66.7% | +166.2% | -99.5% | +19.6% |
| 5Y | +48.7% | +124.1% | -75.4% | +11.1% |
| 10Y | +215.6% | +668.0% | -452.5% | +67.8% |
| All | +1,143.3% | +2,578.4% | -1,435.1% | +322.4% |
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