+130.8%
SLB vs GRMN
+75.1%
+55.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +0.8% | -2.9% | +3.7% | +1.6% |
| 30D | +15.8% | -8.4% | +24.3% | +18.3% |
| 3M | -0.3% | +15.0% | -15.3% | -4.6% |
| 6M | +21.3% | +11.2% | +10.1% | +17.0% |
| YTD | +52.3% | +37.7% | +14.6% | +38.1% |
| 1Y | +63.6% | +18.5% | +45.1% | +53.8% |
| 3Y | +3.8% | +175.8% | -172.0% | -24.0% |
| All | +130.8% | +75.1% | +55.7% | +81.3% |
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