+27.5%
SOLS vs GRMN
+14.9%
+12.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.3% | -0.3% |
| 7D | -3.5% | +2.4% | -5.9% | -3.6% |
| 30D | -1.0% | -8.5% | +7.5% | -0.5% |
| 3M | -24.1% | +19.5% | -43.6% | -25.5% |
| 6M | -18.0% | +21.2% | -39.2% | -19.7% |
| YTD | +27.1% | +41.0% | -14.0% | +22.6% |
| All | +27.5% | +14.9% | +12.6% | +18.0% |
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