+675.1%
XEL vs GRMN
+6,622.3%
-5,947.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | -1.5% | -11.3% | +9.8% | -0.1% |
| 3M | -0.2% | +17.7% | -17.9% | -2.6% |
| 6M | -5.4% | +14.2% | -19.6% | -7.4% |
| YTD | +5.6% | +37.0% | -31.4% | +0.8% |
| 1Y | +10.5% | +17.0% | -6.5% | +7.4% |
| 3Y | +49.2% | +183.2% | -134.0% | +27.1% |
| 5Y | +30.1% | +77.3% | -47.2% | +16.8% |
| 10Y | +146.7% | +630.9% | -484.2% | +86.6% |
| All | +675.1% | +6,622.3% | -5,947.2% | +353.6% |
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