+14.2%
SHW vs GRMN
+126.9%
-112.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.6% |
| 7D | -2.1% | +1.7% | -3.8% | -2.7% |
| 30D | +11.1% | +10.2% | +0.9% | +7.1% |
| 3M | -2.2% | -4.7% | +2.6% | -0.5% |
| 6M | +14.3% | +22.3% | -7.9% | +4.8% |
| YTD | +10.6% | +46.7% | -36.1% | -6.1% |
| 1Y | +4.1% | +49.6% | -45.6% | -12.4% |
| 3Y | +42.9% | +165.3% | -122.4% | -16.8% |
| 5Y | +14.2% | +130.3% | -116.1% | -33.6% |
| All | +14.2% | +126.9% | -112.7% | -33.6% |
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 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