+42.4%
S vs GRMN
+158.2%
-115.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -13.4% | +4.7% | -18.2% | -14.7% |
| 30D | -14.0% | +3.4% | -17.4% | -15.1% |
| 3M | +4.9% | -5.0% | +9.9% | +6.3% |
| 6M | +42.0% | +18.6% | +23.4% | +33.5% |
| YTD | +45.1% | +42.5% | +2.6% | +26.9% |
| 1Y | +33.1% | +42.3% | -9.2% | +16.3% |
| All | +42.4% | +158.2% | -115.9% | +6.0% |
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