+324.8%
WM vs GRMN
+665.4%
-340.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.8% |
| 7D | +0.8% | +1.7% | -0.9% | +0.4% |
| 30D | +13.8% | +10.2% | +3.6% | +11.4% |
| 3M | +6.4% | -4.7% | +11.1% | +7.3% |
| 6M | +13.2% | +22.3% | -9.1% | +7.5% |
| YTD | +10.8% | +46.7% | -35.9% | +0.1% |
| 1Y | +20.2% | +49.6% | -29.5% | +8.0% |
| 3Y | +46.5% | +165.3% | -118.8% | +5.8% |
| 5Y | +61.3% | +130.3% | -69.1% | +20.9% |
| 10Y | +324.8% | +658.0% | -333.2% | +124.3% |
| All | +324.8% | +665.4% | -340.6% | +124.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling