+20,148.2%
WDC vs GRMN
+7,095.1%
+13,053.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -22.5% |
| 3M | -28.4% | -4.7% | -23.7% | -27.4% |
| 6M | -39.2% | +22.3% | -61.5% | -45.1% |
| YTD | +82.1% | +46.7% | +35.4% | +52.3% |
| 1Y | +84.7% | +49.6% | +35.0% | +53.4% |
| 3Y | +825.6% | +165.3% | +660.4% | +483.7% |
| 5Y | +608.2% | +130.3% | +477.8% | +373.9% |
| 10Y | +695.1% | +658.0% | +37.1% | +244.4% |
| All | +20,148.2% | +7,095.1% | +13,053.2% | +3,988.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling