+7.7%
V vs GRMN
+18.2%
-10.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.7% | -2.9% | +1.2% | -1.4% |
| 30D | +2.0% | -8.4% | +10.4% | +3.0% |
| 3M | +17.4% | +15.0% | +2.4% | +14.5% |
| 6M | +17.5% | +11.2% | +6.3% | +15.1% |
| YTD | +7.6% | +37.7% | -30.1% | +2.3% |
| 1Y | +7.7% | +18.5% | -10.8% | +4.1% |
| All | +7.7% | +18.2% | -10.5% | +4.1% |
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 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