+513.1%
TRI vs GRMN
+4,404.2%
-3,891.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | -8.4% | -1.4% | -7.0% | -8.1% |
| 30D | -6.5% | -13.1% | +6.6% | -3.8% |
| 3M | +18.6% | +14.9% | +3.6% | +15.1% |
| 6M | -10.4% | +13.1% | -23.6% | -13.1% |
| YTD | -23.7% | +35.3% | -59.0% | -28.6% |
| 1Y | -42.5% | +16.0% | -58.5% | -44.6% |
| 3Y | -19.3% | +179.6% | -198.9% | -36.5% |
| 5Y | -9.7% | +75.0% | -84.7% | -22.6% |
| 10Y | +194.4% | +644.1% | -449.7% | +89.3% |
| All | +513.1% | +4,404.2% | -3,891.1% | +149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling