+141.0%
WBD vs GRMN
+179.1%
-38.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.3% |
| 7D | -1.7% | -1.4% | -0.3% | -1.2% |
| 30D | +3.9% | -13.1% | +17.0% | +8.6% |
| 3M | +5.1% | +14.9% | -9.9% | -0.7% |
| 6M | +0.6% | +13.1% | -12.5% | -4.8% |
| YTD | -3.2% | +35.3% | -38.4% | -14.9% |
| 1Y | +127.7% | +16.0% | +111.7% | +111.2% |
| All | +141.0% | +179.1% | -38.0% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling