+191.1%
TRI vs GRMN
+677.8%
-486.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | +0.6% |
| 7D | -7.9% | +2.4% | -10.3% | -8.5% |
| 30D | -4.5% | -8.5% | +4.0% | -2.3% |
| 3M | +22.1% | +19.5% | +2.6% | +16.2% |
| 6M | -2.8% | +21.2% | -24.0% | -8.3% |
| YTD | -23.4% | +41.0% | -64.5% | -30.8% |
| 1Y | -41.5% | +19.6% | -61.1% | -44.9% |
| 3Y | -19.2% | +183.8% | -203.0% | -44.1% |
| 5Y | -9.4% | +83.0% | -92.4% | -28.9% |
| All | +191.1% | +677.8% | -486.7% | +57.5% |
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