+167.1%
RTX vs GRMN
+76.7%
+90.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | -10.6% | -11.3% | +0.8% | -8.8% |
| 3M | +11.6% | +17.7% | -6.1% | +8.0% |
| 6M | -4.5% | +14.2% | -18.7% | -7.2% |
| YTD | +9.6% | +37.0% | -27.5% | +2.9% |
| 1Y | +30.8% | +17.0% | +13.8% | +26.2% |
| 3Y | +152.8% | +183.2% | -30.4% | +94.2% |
| 5Y | +167.1% | +77.3% | +89.8% | +123.8% |
| All | +167.1% | +76.7% | +90.4% | +123.8% |
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