+5,349.5%
WELL vs GRMN
+6,655.2%
-1,305.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | -0.8% | -2.9% | +2.1% | -0.2% |
| 30D | -0.1% | -8.4% | +8.4% | +1.8% |
| 3M | +18.0% | +15.0% | +3.0% | +13.9% |
| 6M | +15.0% | +11.2% | +3.8% | +11.4% |
| YTD | +28.6% | +37.7% | -9.1% | +18.5% |
| 1Y | +42.9% | +18.5% | +24.4% | +35.7% |
| 3Y | +203.0% | +175.8% | +27.2% | +131.3% |
| 5Y | +206.9% | +75.1% | +131.8% | +156.7% |
| 10Y | +339.5% | +637.0% | -297.6% | +173.1% |
| All | +5,349.5% | +6,655.2% | -1,305.7% | +2,520.1% |
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