+16.2%
XRT vs GRMN
+45.1%
-28.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | +4.1% | +6.3% | -2.2% | +2.4% |
| 30D | +9.9% | +7.6% | +2.4% | +7.8% |
| 3M | +2.3% | -7.5% | +9.7% | +4.0% |
| 6M | +9.6% | +21.2% | -11.7% | +3.0% |
| YTD | +9.1% | +44.0% | -34.9% | -4.8% |
| 1Y | +16.2% | +44.7% | -28.5% | +1.0% |
| All | +16.2% | +45.1% | -28.8% | +1.0% |
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