+6,165.2%
SHW vs GRMN
+6,655.2%
-490.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -3.2% | -2.9% | -0.4% | -2.5% |
| 30D | -9.5% | -8.4% | -1.1% | -7.5% |
| 3M | +11.5% | +15.0% | -3.5% | +7.1% |
| 6M | -3.5% | +11.2% | -14.7% | -6.6% |
| YTD | +3.7% | +37.7% | -34.0% | -5.0% |
| 1Y | -7.9% | +18.5% | -26.4% | -12.7% |
| 3Y | +24.7% | +175.8% | -151.1% | -6.2% |
| 5Y | +13.6% | +75.1% | -61.5% | -5.2% |
| 10Y | +283.0% | +637.0% | -354.1% | +132.3% |
| All | +6,165.2% | +6,655.2% | -490.1% | +2,180.1% |
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 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