+6,483.9%
SHW vs GRMN
+6,828.2%
-344.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | +1.9% | -0.9% | +2.8% | +2.2% |
| 30D | +8.1% | +1.2% | +6.9% | +7.8% |
| 3M | -2.8% | -8.9% | +6.1% | -0.5% |
| 6M | +15.0% | +23.0% | -8.0% | +8.6% |
| YTD | +9.0% | +41.2% | -32.2% | -0.9% |
| 1Y | +4.5% | +47.5% | -43.0% | -6.0% |
| 3Y | +41.9% | +155.8% | -113.9% | +8.9% |
| 5Y | +10.7% | +120.2% | -109.4% | -12.3% |
| 10Y | +340.4% | +629.9% | -289.5% | +167.3% |
| All | +6,483.9% | +6,828.2% | -344.3% | +2,280.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling