+5,634.3%
WELL vs GRMN
+6,966.1%
-1,331.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.5% | +0.7% |
| 7D | +3.0% | +6.3% | -3.3% | +1.7% |
| 30D | +10.2% | +7.6% | +2.7% | +8.4% |
| 3M | +6.1% | -7.5% | +13.6% | +7.7% |
| 6M | +16.6% | +21.2% | -4.6% | +11.0% |
| YTD | +35.3% | +44.0% | -8.7% | +23.3% |
| 1Y | +31.5% | +44.7% | -13.3% | +19.5% |
| 3Y | +206.5% | +160.5% | +45.9% | +137.1% |
| 5Y | +222.0% | +124.6% | +97.3% | +155.4% |
| 10Y | +473.8% | +651.6% | -177.8% | +254.4% |
| All | +5,634.3% | +6,966.1% | -1,331.7% | +2,626.8% |
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