+27.3%
WAT vs GRMN
+40.7%
-13.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.5% | -4.9% | +0.6% |
| 7D | -1.9% | +6.1% | -8.1% | -2.9% |
| 30D | +6.2% | +1.3% | +5.0% | +5.9% |
| 3M | +18.1% | -5.6% | +23.6% | +18.8% |
| 6M | +54.9% | +22.2% | +32.7% | +48.7% |
| YTD | +23.1% | +44.3% | -21.2% | +12.5% |
| 1Y | +27.3% | +43.1% | -15.8% | +16.9% |
| All | +27.3% | +40.7% | -13.4% | +16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling