+37.0%
SOLS vs GRMN
+15.1%
+22.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.6% |
| 7D | +14.0% | -0.9% | +14.9% | +14.0% |
| 30D | +10.0% | +1.2% | +8.8% | +10.1% |
| 3M | +5.8% | -8.9% | +14.7% | +6.5% |
| 6M | -25.2% | +23.0% | -48.2% | -26.9% |
| YTD | +36.5% | +41.2% | -4.7% | +31.9% |
| 1Y | +45.0% | +47.5% | -2.4% | +39.0% |
| All | +37.0% | +15.1% | +22.0% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling