+234.1%
TER vs GRMN
+15.7%
+218.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.3% |
| 7D | +12.4% | -1.4% | +13.8% | +12.6% |
| 30D | +5.1% | -13.1% | +18.2% | +7.2% |
| 3M | +4.0% | +14.9% | -11.0% | +1.6% |
| 6M | +29.5% | +13.1% | +16.4% | +26.2% |
| YTD | +98.5% | +35.3% | +63.2% | +97.2% |
| 1Y | +234.1% | +16.0% | +218.1% | +189.6% |
| All | +234.1% | +15.7% | +218.3% | +189.6% |
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