+428.1%
WMT vs GRMN
+677.8%
-249.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +0.5% |
| 7D | 0.0% | +2.4% | -2.4% | -0.4% |
| 30D | -7.4% | -8.5% | +1.0% | -5.9% |
| 3M | -10.9% | +19.5% | -30.3% | -14.2% |
| 6M | -12.7% | +21.2% | -33.9% | -16.4% |
| YTD | -3.2% | +41.0% | -44.3% | -10.4% |
| 1Y | +5.3% | +19.6% | -14.3% | +0.6% |
| 3Y | +101.9% | +183.8% | -81.9% | +55.2% |
| 5Y | +134.6% | +83.0% | +51.5% | +99.3% |
| All | +428.1% | +677.8% | -249.7% | +216.3% |
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