+424.8%
WAT vs GRMN
+6,655.2%
-6,230.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -1.3% | -2.9% | +1.6% | -0.5% |
| 30D | +2.3% | -8.4% | +10.8% | +4.8% |
| 3M | +8.7% | +15.0% | -6.3% | +4.2% |
| 6M | +28.3% | +11.2% | +17.1% | +23.7% |
| YTD | +7.8% | +37.7% | -29.9% | -2.1% |
| 1Y | +36.6% | +18.5% | +18.1% | +28.8% |
| 3Y | +45.7% | +175.8% | -130.1% | +7.7% |
| 5Y | -3.3% | +75.1% | -78.4% | -20.2% |
| 10Y | +162.1% | +637.0% | -474.9% | +52.6% |
| All | +424.8% | +6,655.2% | -6,230.4% | +40.0% |
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