+53.9%
WM vs GRMN
+75.1%
-21.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -0.3% | -2.9% | +2.6% | 0.0% |
| 30D | -2.4% | -8.4% | +6.1% | -1.5% |
| 3M | +0.4% | +15.0% | -14.6% | -1.3% |
| 6M | -9.5% | +11.2% | -20.7% | -10.8% |
| YTD | +0.5% | +37.7% | -37.2% | -3.7% |
| 1Y | -1.1% | +18.5% | -19.6% | -3.5% |
| 3Y | +46.0% | +175.8% | -129.8% | +19.5% |
| All | +53.9% | +75.1% | -21.2% | +42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling