+570.3%
WMB vs GRMN
+7,095.1%
-6,524.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.3% | +1.6% |
| 7D | +1.6% | +1.7% | -0.1% | +1.1% |
| 30D | -7.1% | +10.2% | -17.3% | -10.4% |
| 3M | -4.0% | -4.7% | +0.7% | -3.1% |
| 6M | -5.7% | +22.3% | -28.0% | -13.2% |
| YTD | +17.2% | +46.7% | -29.5% | +0.6% |
| 1Y | +17.2% | +49.6% | -32.5% | -0.2% |
| 3Y | +121.1% | +165.3% | -44.2% | +48.3% |
| 5Y | +197.2% | +130.3% | +66.9% | +105.8% |
| 10Y | +280.9% | +658.0% | -377.1% | +71.7% |
| All | +570.3% | +7,095.1% | -6,524.8% | +14.0% |
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