+991.6%
WDC vs GRMN
+75.7%
+915.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.6% |
| 7D | +7.5% | -1.4% | +8.9% | +8.1% |
| 30D | +10.1% | -13.1% | +23.1% | +17.1% |
| 3M | -6.8% | +14.9% | -21.8% | -14.0% |
| 6M | +84.1% | +13.1% | +71.0% | +71.6% |
| YTD | +180.3% | +35.3% | +145.0% | +138.3% |
| 1Y | +411.1% | +16.0% | +395.1% | +362.8% |
| 3Y | +1,375.0% | +179.6% | +1,195.4% | +631.4% |
| 5Y | +991.6% | +75.0% | +916.5% | +503.9% |
| All | +991.6% | +75.7% | +915.9% | +503.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling