-19.2%
TRI vs GRMN
+189.8%
-209.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +1.1% |
| 7D | -7.9% | +2.0% | -9.9% | -8.2% |
| 30D | -4.5% | -8.8% | +4.3% | -3.1% |
| 3M | +22.1% | +19.0% | +3.1% | +18.7% |
| 6M | -2.8% | +20.7% | -23.5% | -5.9% |
| YTD | -23.4% | +40.5% | -63.9% | -27.8% |
| 1Y | -41.5% | +19.1% | -60.7% | -43.7% |
| 3Y | -19.2% | +182.7% | -201.9% | -35.1% |
| All | -19.2% | +189.8% | -209.0% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling