+788.5%
XLK vs GRMN
+677.8%
+110.7%
-33.6%
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% | -0.6% |
| 7D | +0.2% | +2.4% | -2.2% | -0.9% |
| 30D | -0.6% | -8.5% | +7.8% | +3.3% |
| 3M | +2.6% | +19.5% | -16.9% | -6.8% |
| 6M | +34.0% | +21.2% | +12.8% | +20.7% |
| YTD | +30.7% | +41.0% | -10.4% | +8.7% |
| 1Y | +39.2% | +19.6% | +19.6% | +24.6% |
| 3Y | +120.4% | +183.8% | -63.4% | +16.2% |
| 5Y | +148.8% | +83.0% | +65.8% | +65.1% |
| All | +788.5% | +677.8% | +110.7% | +201.1% |
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 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