+790.2%
XLB vs GRMN
+6,819.4%
-6,029.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.9% | -0.8% |
| 7D | -2.8% | +2.4% | -5.3% | -3.5% |
| 30D | -3.1% | -8.5% | +5.4% | -0.7% |
| 3M | -0.2% | +19.5% | -19.6% | -5.7% |
| 6M | +3.1% | +21.2% | -18.1% | -3.3% |
| YTD | +13.3% | +41.0% | -27.8% | +1.5% |
| 1Y | +12.0% | +19.6% | -7.6% | +4.9% |
| 3Y | +31.4% | +183.8% | -152.4% | -6.7% |
| 5Y | +33.9% | +83.0% | -49.1% | +6.8% |
| 10Y | +162.3% | +675.8% | -513.5% | +42.0% |
| All | +790.2% | +6,819.4% | -6,029.3% | +183.3% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling