+66.1%
T vs GRMN
+76.7%
-10.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | +7.6% | -11.3% | +18.9% | +8.5% |
| 3M | +15.3% | +17.7% | -2.4% | +13.6% |
| 6M | -8.5% | +14.2% | -22.6% | -9.7% |
| YTD | +6.8% | +37.0% | -30.3% | +3.2% |
| 1Y | -7.2% | +17.0% | -24.2% | -8.9% |
| 3Y | +108.2% | +183.2% | -74.9% | +68.1% |
| 5Y | +66.1% | +77.3% | -11.2% | +35.7% |
| All | +66.1% | +76.7% | -10.6% | +35.7% |
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 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