+254.8%
SPOT vs GRMN
+473.0%
-218.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.4% |
| 7D | -2.9% | +0.2% | -3.0% | -2.9% |
| 30D | +8.3% | -11.3% | +19.6% | +13.4% |
| 3M | +5.1% | +17.7% | -12.6% | -2.7% |
| 6M | -6.5% | +14.2% | -20.6% | -12.4% |
| YTD | -9.0% | +37.0% | -46.0% | -21.2% |
| 1Y | -26.4% | +17.0% | -43.4% | -32.5% |
| 3Y | +240.0% | +183.2% | +56.8% | +89.4% |
| 5Y | +111.7% | +77.3% | +34.5% | +41.5% |
| All | +254.8% | +473.0% | -218.2% | +31.7% |
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