+608.2%
WDC vs GRMN
+126.9%
+481.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.8% | +6.5% | +7.6% |
| 7D | -3.2% | +1.7% | -4.9% | -3.7% |
| 30D | -19.0% | +10.2% | -29.2% | -22.8% |
| 3M | -28.4% | -4.7% | -23.7% | -27.2% |
| 6M | -39.2% | +22.3% | -61.5% | -45.8% |
| YTD | +82.1% | +46.7% | +35.4% | +48.0% |
| 1Y | +84.7% | +49.6% | +35.0% | +48.9% |
| 3Y | +825.6% | +165.3% | +660.4% | +371.7% |
| 5Y | +608.2% | +130.3% | +477.8% | +282.3% |
| All | +608.2% | +126.9% | +481.3% | +282.3% |
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