+311.2%
TPR vs GRMN
+633.1%
-322.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.4% |
| 7D | -3.4% | +0.2% | -3.6% | -3.5% |
| 30D | -27.3% | -11.3% | -16.0% | -21.9% |
| 3M | -16.2% | +17.7% | -33.9% | -25.7% |
| 6M | -17.9% | +14.2% | -32.1% | -26.0% |
| YTD | -7.1% | +37.0% | -44.1% | -26.2% |
| 1Y | +13.6% | +17.0% | -3.4% | -0.7% |
| 3Y | +293.7% | +183.2% | +110.6% | +65.0% |
| 5Y | +239.1% | +77.3% | +161.8% | +104.1% |
| 10Y | +311.2% | +630.9% | -319.7% | +4.0% |
| All | +311.2% | +633.1% | -322.0% | +4.0% |
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