+822.0%
WDC vs GRMN
+165.7%
+656.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.8% | +6.5% | +7.9% |
| 7D | -3.2% | +1.7% | -4.9% | -3.6% |
| 30D | -19.0% | +10.2% | -29.2% | -21.3% |
| 3M | -28.4% | -4.7% | -23.7% | -27.6% |
| 6M | -39.2% | +22.3% | -61.5% | -43.3% |
| YTD | +82.1% | +46.7% | +35.4% | +60.6% |
| 1Y | +84.7% | +49.6% | +35.0% | +62.1% |
| All | +822.0% | +165.7% | +656.3% | +595.8% |
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