+271.8%
T vs GRMN
+6,655.2%
-6,383.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -1.3% | -2.9% | +1.6% | -0.8% |
| 30D | +11.4% | -8.4% | +19.8% | +12.9% |
| 3M | +14.3% | +15.0% | -0.7% | +11.1% |
| 6M | -9.3% | +11.2% | -20.5% | -11.5% |
| YTD | +7.1% | +37.7% | -30.6% | +0.4% |
| 1Y | -9.1% | +18.5% | -27.6% | -12.8% |
| 3Y | +105.3% | +175.8% | -70.5% | +65.6% |
| 5Y | +66.8% | +75.1% | -8.3% | +44.5% |
| 10Y | +66.8% | +637.0% | -570.2% | +12.2% |
| All | +271.8% | +6,655.2% | -6,383.4% | +64.2% |
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