+52.5%
V vs GRMN
+182.7%
-130.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | +1.9% | -11.3% | +13.2% | +4.1% |
| 3M | +15.5% | +17.7% | -2.2% | +11.4% |
| 6M | +16.6% | +14.2% | +2.5% | +13.0% |
| YTD | +5.7% | +37.0% | -31.3% | -1.4% |
| 1Y | +8.6% | +17.0% | -8.4% | +4.3% |
| 3Y | +52.5% | +183.2% | -130.7% | +21.3% |
| All | +52.5% | +182.7% | -130.2% | +21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling