+12.3%
WFC vs GRMN
+18.2%
-5.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +3.8% | -2.9% | +6.6% | +4.1% |
| 30D | +1.5% | -8.4% | +9.9% | +2.6% |
| 3M | +10.9% | +15.0% | -4.1% | +7.9% |
| 6M | +8.4% | +11.2% | -2.8% | +5.8% |
| YTD | -1.9% | +37.7% | -39.6% | -8.1% |
| 1Y | +12.3% | +18.5% | -6.1% | +8.5% |
| All | +12.3% | +18.2% | -5.9% | +8.5% |
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