+225.9%
T vs GRMN
+7,095.1%
-6,869.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.4% | +1.2% |
| 7D | +2.0% | +1.7% | +0.3% | +1.7% |
| 30D | -1.0% | +10.2% | -11.2% | -2.6% |
| 3M | -8.1% | -4.7% | -3.4% | -7.5% |
| 6M | -8.3% | +22.3% | -30.5% | -11.8% |
| YTD | -6.1% | +46.7% | -52.8% | -12.9% |
| 1Y | -7.4% | +49.6% | -57.0% | -14.5% |
| 3Y | +65.4% | +165.3% | -99.8% | +34.6% |
| 5Y | +57.6% | +130.3% | -72.7% | +30.3% |
| 10Y | +61.4% | +658.0% | -596.6% | +8.0% |
| All | +225.9% | +7,095.1% | -6,869.1% | +42.3% |
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