+12.0%
WBD vs GRMN
+646.1%
-634.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -0.6% | -1.8% | +1.2% | +0.2% |
| 30D | +4.2% | -12.1% | +16.3% | +10.5% |
| 3M | +7.5% | +18.0% | -10.5% | -2.1% |
| 6M | +1.6% | +13.7% | -12.1% | -6.4% |
| YTD | -2.2% | +35.3% | -37.5% | -18.1% |
| 1Y | +124.9% | +17.2% | +107.6% | +101.0% |
| 3Y | +149.1% | +179.6% | -30.5% | +33.1% |
| 5Y | +7.8% | +75.6% | -67.7% | -29.1% |
| All | +12.0% | +646.1% | -634.1% | -61.1% |
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