+269.0%
RTX vs GRMN
+665.4%
-396.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.1% |
| 7D | +1.4% | +1.7% | -0.2% | +0.9% |
| 30D | +7.8% | +10.2% | -2.3% | +4.1% |
| 3M | -9.8% | -4.7% | -5.1% | -8.7% |
| 6M | +13.5% | +22.3% | -8.7% | +4.3% |
| YTD | +10.9% | +46.7% | -35.7% | -5.4% |
| 1Y | +14.0% | +49.6% | -35.7% | -3.6% |
| 3Y | +159.9% | +165.3% | -5.4% | +58.4% |
| 5Y | +151.7% | +130.3% | +21.3% | +62.4% |
| 10Y | +269.0% | +658.0% | -389.0% | +42.3% |
| All | +269.0% | +665.4% | -396.4% | +42.3% |
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