-10.5%
T vs GRMN
+15.7%
-26.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.9% |
| 7D | -3.1% | -1.4% | -1.7% | -3.2% |
| 30D | +4.6% | -13.1% | +17.7% | +3.2% |
| 3M | +12.2% | +14.9% | -2.7% | +13.9% |
| 6M | -6.5% | +13.1% | -19.6% | -5.4% |
| YTD | +4.9% | +35.3% | -30.4% | +7.0% |
| 1Y | -10.5% | +16.0% | -26.5% | -6.8% |
| All | -10.5% | +15.7% | -26.2% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling