+29.3%
V vs GRMN
+40.7%
-11.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.5% | -2.7% | +2.9% |
| 7D | +9.0% | +6.1% | +2.9% | +8.0% |
| 30D | +18.1% | +1.3% | +16.8% | +17.7% |
| 3M | +18.3% | -5.6% | +23.9% | +18.8% |
| 6M | +34.1% | +22.2% | +11.9% | +29.6% |
| YTD | +25.2% | +44.3% | -19.1% | +18.8% |
| 1Y | +29.3% | +43.1% | -13.7% | +23.0% |
| All | +29.3% | +40.7% | -11.3% | +23.0% |
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