+3,319.5%
V vs GRMN
+773.1%
+2,546.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | +0.8% | +6.3% | -5.5% | -1.1% |
| 30D | +9.9% | +7.6% | +2.4% | +7.3% |
| 3M | +17.5% | -7.5% | +25.0% | +20.1% |
| 6M | +33.5% | +21.2% | +12.2% | +24.2% |
| YTD | +21.6% | +44.0% | -22.5% | +6.4% |
| 1Y | +27.6% | +44.7% | -17.2% | +11.3% |
| 3Y | +76.4% | +160.5% | -84.1% | +22.1% |
| 5Y | +103.8% | +124.6% | -20.8% | +46.4% |
| 10Y | +455.5% | +651.6% | -196.1% | +177.8% |
| All | +3,319.5% | +773.1% | +2,546.4% | +1,009.0% |
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 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