+1,359.8%
WDC vs GRMN
+182.7%
+1,177.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.3% |
| 7D | +6.0% | +0.2% | +5.8% | +5.9% |
| 30D | +9.9% | -11.3% | +21.3% | +13.9% |
| 3M | -9.4% | +17.7% | -27.1% | -14.7% |
| 6M | +94.7% | +14.2% | +80.6% | +85.5% |
| YTD | +177.4% | +37.0% | +140.3% | +148.7% |
| 1Y | +412.6% | +17.0% | +395.6% | +378.2% |
| 3Y | +1,359.8% | +183.2% | +1,176.6% | +893.4% |
| All | +1,359.8% | +182.7% | +1,177.1% | +893.4% |
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