+23.4%
SHW vs GRMN
+182.7%
-159.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | -11.6% | -11.3% | -0.3% | -8.8% |
| 3M | +9.1% | +17.7% | -8.6% | +3.9% |
| 6M | -0.7% | +14.2% | -14.8% | -4.7% |
| YTD | +1.4% | +37.0% | -35.7% | -7.4% |
| 1Y | -12.3% | +17.0% | -29.3% | -16.8% |
| 3Y | +23.4% | +183.2% | -159.8% | -7.6% |
| All | +23.4% | +182.7% | -159.3% | -7.6% |
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