+43.2%
TER vs GRMN
+40.7%
+2.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.5% | -13.3% | -8.5% |
| 7D | -19.9% | +6.1% | -26.0% | -21.3% |
| 30D | -43.5% | +1.3% | -44.8% | -43.8% |
| 3M | -37.8% | -5.6% | -32.2% | -36.6% |
| 6M | -25.6% | +22.2% | -47.8% | -31.7% |
| YTD | +29.8% | +44.3% | -14.5% | +7.1% |
| 1Y | +43.2% | +43.1% | +0.1% | +21.1% |
| All | +43.2% | +40.7% | +2.5% | +21.1% |
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