+1,537.1%
SOXX vs GRMN
+677.8%
+859.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.4% | -0.5% |
| 7D | +1.4% | +2.4% | -1.0% | 0.0% |
| 30D | -3.6% | -8.5% | +4.9% | +1.3% |
| 3M | -10.2% | +19.5% | -29.6% | -20.7% |
| 6M | +54.2% | +21.2% | +33.1% | +35.3% |
| YTD | +75.2% | +41.0% | +34.2% | +39.3% |
| 1Y | +107.5% | +19.6% | +87.9% | +80.8% |
| 3Y | +226.8% | +183.8% | +43.0% | +48.9% |
| 5Y | +251.2% | +83.0% | +168.2% | +113.3% |
| All | +1,537.1% | +677.8% | +859.3% | +347.0% |
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 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