+293.8%
TRV vs GRMN
+646.1%
-352.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.5% | -1.8% | +0.3% | -1.0% |
| 30D | -1.8% | -12.1% | +10.3% | +1.7% |
| 3M | +21.6% | +18.0% | +3.6% | +15.0% |
| 6M | +22.5% | +13.7% | +8.7% | +16.6% |
| YTD | +28.1% | +35.3% | -7.2% | +15.1% |
| 1Y | +37.0% | +17.2% | +19.8% | +28.1% |
| 3Y | +141.9% | +179.6% | -37.7% | +56.8% |
| 5Y | +158.5% | +75.6% | +83.0% | +102.8% |
| All | +293.8% | +646.1% | -352.2% | +76.8% |
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