+30,100.8%
WDC vs GRMN
+6,655.2%
+23,445.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +5.9% | +5.9% |
| 7D | +1.7% | -2.9% | +4.6% | +2.9% |
| 30D | -10.0% | -8.4% | -1.5% | -6.7% |
| 3M | -18.8% | +15.0% | -33.8% | -24.3% |
| 6M | +79.0% | +11.2% | +67.8% | +69.2% |
| YTD | +171.6% | +37.7% | +133.9% | +134.3% |
| 1Y | +417.4% | +18.5% | +398.9% | +371.5% |
| 3Y | +1,251.8% | +175.8% | +1,076.0% | +741.5% |
| 5Y | +911.7% | +75.1% | +836.6% | +656.9% |
| 10Y | +1,399.6% | +637.0% | +762.6% | +561.3% |
| All | +30,100.8% | +6,655.2% | +23,445.6% | +6,189.7% |
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