+43.4%
XLK vs GRMN
+18.2%
+25.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +0.9% | -2.9% | +3.7% | +1.4% |
| 30D | +0.7% | -8.4% | +9.2% | +2.4% |
| 3M | -2.9% | +15.0% | -17.9% | -6.0% |
| 6M | +34.3% | +11.2% | +23.0% | +30.6% |
| YTD | +30.4% | +37.7% | -7.3% | +20.0% |
| 1Y | +43.4% | +18.5% | +24.9% | +36.4% |
| All | +43.4% | +18.2% | +25.1% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling