+18.4%
U vs GRMN
+40.7%
-22.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.5% | -1.6% | +3.0% |
| 7D | +7.5% | +6.1% | +1.4% | +5.7% |
| 30D | -7.0% | +1.3% | -8.3% | -7.5% |
| 3M | +20.6% | -5.6% | +26.1% | +22.0% |
| 6M | +53.2% | +22.2% | +31.0% | +43.5% |
| YTD | -3.9% | +44.3% | -48.2% | -22.4% |
| 1Y | +18.4% | +43.1% | -24.7% | -1.3% |
| All | +18.4% | +40.7% | -22.3% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling