+264.6%
WAB vs GRMN
+636.8%
-372.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.1% |
| 7D | +7.9% | -0.1% | +8.0% | +7.9% |
| 30D | +4.9% | +3.5% | +1.4% | +3.1% |
| 3M | +1.8% | -7.3% | +9.1% | +4.7% |
| 6M | +12.0% | +21.8% | -9.8% | +1.1% |
| YTD | +41.3% | +42.8% | -1.5% | +18.0% |
| 1Y | +43.8% | +46.5% | -2.6% | +18.8% |
| 3Y | +171.1% | +158.3% | +12.8% | +59.0% |
| 5Y | +217.7% | +122.6% | +95.1% | +97.7% |
| All | +264.6% | +636.8% | -372.3% | +42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling