+2,926.4%
V vs GRMN
+734.7%
+2,191.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.7% | -2.9% | +1.2% | -0.8% |
| 30D | +2.0% | -8.4% | +10.4% | +4.7% |
| 3M | +17.4% | +15.0% | +2.4% | +11.4% |
| 6M | +17.5% | +11.2% | +6.3% | +12.4% |
| YTD | +7.6% | +37.7% | -30.1% | -4.3% |
| 1Y | +7.7% | +18.5% | -10.8% | +0.1% |
| 3Y | +54.7% | +175.8% | -121.1% | +4.8% |
| 5Y | +73.0% | +75.1% | -2.0% | +34.9% |
| 10Y | +390.9% | +637.0% | -246.2% | +147.7% |
| All | +2,926.4% | +734.7% | +2,191.8% | +897.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling