+6,602.6%
WAB vs GRMN
+6,655.2%
-52.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -3.2% | -2.9% | -0.3% | -2.3% |
| 30D | -4.4% | -8.4% | +4.0% | -1.8% |
| 3M | +7.9% | +15.0% | -7.1% | +2.2% |
| 6M | +8.7% | +11.2% | -2.5% | +4.0% |
| YTD | +33.0% | +37.7% | -4.7% | +18.3% |
| 1Y | +46.7% | +18.5% | +28.2% | +36.4% |
| 3Y | +153.0% | +175.8% | -22.8% | +74.2% |
| 5Y | +222.3% | +75.1% | +147.2% | +154.4% |
| 10Y | +291.0% | +637.0% | -346.0% | +98.3% |
| All | +6,602.6% | +6,655.2% | -52.6% | +2,036.9% |
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 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