+1,895.7%
TER vs GRMN
+628.0%
+1,267.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.8% |
| 7D | +12.4% | -1.4% | +13.8% | +13.2% |
| 30D | +5.1% | -13.1% | +18.2% | +13.9% |
| 3M | +4.0% | +14.9% | -11.0% | -5.8% |
| 6M | +29.5% | +13.1% | +16.4% | +18.7% |
| YTD | +98.5% | +35.3% | +63.2% | +62.3% |
| 1Y | +234.1% | +16.0% | +218.1% | +194.6% |
| 3Y | +289.0% | +179.6% | +109.4% | +68.1% |
| 5Y | +228.2% | +75.0% | +153.2% | +97.0% |
| 10Y | +1,895.7% | +644.1% | +1,251.6% | +425.9% |
| All | +1,895.7% | +628.0% | +1,267.7% | +425.9% |
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