-4.8%
SLB vs GRMN
+633.1%
-637.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | +13.6% | -11.3% | +24.9% | +19.5% |
| 3M | +1.5% | +17.7% | -16.2% | -6.8% |
| 6M | +23.0% | +14.2% | +8.9% | +14.1% |
| YTD | +51.2% | +37.0% | +14.2% | +28.3% |
| 1Y | +63.5% | +17.0% | +46.5% | +48.0% |
| 3Y | +2.5% | +183.2% | -180.7% | -44.5% |
| 5Y | +139.2% | +77.3% | +61.9% | +69.3% |
| 10Y | -4.8% | +630.9% | -635.7% | -65.9% |
| All | -4.8% | +633.1% | -637.9% | -65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling