+131.4%
WMT vs GRMN
+73.8%
+57.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.5% | -1.8% | -0.7% | -2.3% |
| 30D | -6.4% | -12.1% | +5.7% | -4.9% |
| 3M | -12.1% | +18.0% | -30.1% | -14.2% |
| 6M | -15.0% | +13.7% | -28.7% | -16.7% |
| YTD | -4.5% | +35.3% | -39.8% | -9.0% |
| 1Y | +6.2% | +17.2% | -11.1% | +3.2% |
| 3Y | +99.9% | +179.6% | -79.7% | +67.9% |
| 5Y | +131.4% | +75.6% | +55.9% | +103.1% |
| All | +131.4% | +73.8% | +57.6% | +103.1% |
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 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