+33.8%
SOLS vs GRMN
+11.7%
+22.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.3% |
| 7D | +4.5% | +0.2% | +4.4% | +4.5% |
| 30D | +6.0% | -11.3% | +17.3% | +6.7% |
| 3M | -19.7% | +17.7% | -37.4% | -21.3% |
| 6M | -10.4% | +14.2% | -24.5% | -12.0% |
| YTD | +33.3% | +37.0% | -3.8% | +28.8% |
| All | +33.8% | +11.7% | +22.1% | +23.9% |
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 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