+76.9%
GRMN vs SCCO
+304.9%
-228.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.2% | +7.2% | +1.5% |
| 7D | -1.8% | -2.7% | +0.9% | -1.3% |
| 30D | -12.1% | -0.2% | -11.9% | -12.3% |
| 3M | +18.0% | +17.8% | +0.2% | +12.8% |
| 6M | +13.7% | +2.3% | +11.5% | +11.4% |
| YTD | +35.3% | +41.6% | -6.3% | +21.4% |
| 1Y | +17.2% | +101.9% | -84.6% | -4.2% |
| 3Y | +179.6% | +186.2% | -6.6% | +102.3% |
| All | +76.9% | +304.9% | -228.0% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 5y: compounded portfolio wealth divided by compounded SCCO 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…
5y analysis · Full analysis span regression · 6 months rolling