+16.7%
S vs GRMN
+184.1%
-167.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -7.7% | -2.9% | -4.8% | -6.8% |
| 30D | -5.3% | -8.4% | +3.1% | -2.5% |
| 3M | +20.3% | +15.0% | +5.3% | +14.6% |
| 6M | +47.4% | +11.2% | +36.2% | +41.5% |
| YTD | +32.5% | +37.7% | -5.2% | +17.8% |
| 1Y | +9.5% | +18.5% | -8.9% | +2.1% |
| All | +16.7% | +184.1% | -167.5% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling