+3,340.1%
V vs GRMN
+789.0%
+2,551.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | 0.0% |
| 7D | -2.3% | +1.7% | -4.0% | -2.9% |
| 30D | +9.5% | +10.2% | -0.7% | +6.1% |
| 3M | +17.5% | -4.7% | +22.2% | +19.0% |
| 6M | +32.2% | +22.3% | +9.9% | +22.7% |
| YTD | +22.3% | +46.7% | -24.4% | +6.4% |
| 1Y | +26.8% | +49.6% | -22.8% | +9.5% |
| 3Y | +77.5% | +165.3% | -87.8% | +22.1% |
| 5Y | +110.1% | +130.3% | -20.3% | +49.7% |
| 10Y | +458.8% | +658.0% | -199.2% | +178.6% |
| All | +3,340.1% | +789.0% | +2,551.1% | +1,009.3% |
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 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