+1,006.2%
TER vs GRMN
+655.8%
+350.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +0.4% |
| 7D | -8.9% | +6.3% | -15.2% | -12.1% |
| 30D | -39.1% | +7.6% | -46.6% | -41.9% |
| 3M | -32.8% | -7.5% | -25.3% | -30.2% |
| 6M | -31.7% | +21.2% | -53.0% | -40.3% |
| YTD | +26.9% | +44.0% | -17.1% | -0.5% |
| 1Y | +33.6% | +44.7% | -11.2% | +4.5% |
| 3Y | +181.5% | +160.5% | +21.0% | +29.8% |
| 5Y | +76.1% | +124.6% | -48.5% | -10.5% |
| 10Y | +1,006.2% | +651.6% | +354.6% | +191.5% |
| All | +1,006.2% | +655.8% | +350.5% | +191.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling