+523.2%
WMB vs GRMN
+6,890.4%
-6,367.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -13.8% | +4.7% | -18.5% | -15.3% |
| 30D | -10.3% | +3.4% | -13.7% | -11.7% |
| 3M | -10.1% | -5.0% | -5.0% | -9.2% |
| 6M | -11.8% | +18.6% | -30.4% | -18.0% |
| YTD | +8.9% | +42.5% | -33.5% | -5.6% |
| 1Y | +14.0% | +42.3% | -28.3% | -1.4% |
| 3Y | +100.5% | +158.5% | -57.9% | +35.6% |
| 5Y | +179.5% | +123.6% | +56.0% | +95.3% |
| 10Y | +272.7% | +682.5% | -409.8% | +66.2% |
| All | +523.2% | +6,890.4% | -6,367.2% | +7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling