+2.5%
WFC vs GRMN
+40.7%
-38.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.5% | -4.3% | +1.4% |
| 7D | +4.5% | +6.1% | -1.6% | +3.7% |
| 30D | +7.4% | +1.3% | +6.1% | +7.1% |
| 3M | -0.5% | -5.6% | +5.0% | +0.2% |
| 6M | +11.7% | +22.2% | -10.5% | +6.6% |
| YTD | -4.6% | +44.3% | -48.9% | -14.5% |
| 1Y | +2.5% | +43.1% | -40.5% | -7.6% |
| All | +2.5% | +40.7% | -38.1% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling