+281.4%
WMB vs GRMN
+628.7%
-347.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | +7.8% | -0.9% | +8.7% | +8.1% |
| 30D | -5.1% | +1.2% | -6.3% | -5.8% |
| 3M | -4.7% | -8.9% | +4.2% | -2.6% |
| 6M | -7.4% | +23.0% | -30.4% | -14.5% |
| YTD | +17.5% | +41.2% | -23.8% | +2.6% |
| 1Y | +19.5% | +47.5% | -28.0% | +2.7% |
| 3Y | +121.3% | +155.8% | -34.5% | +44.8% |
| 5Y | +200.5% | +120.2% | +80.3% | +106.5% |
| All | +281.4% | +628.7% | -347.4% | +66.1% |
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