+14.7%
GRMN vs SPXU
-34.7%
+49.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +0.6% |
| 7D | -1.8% | +6.4% | -8.2% | +0.2% |
| 30D | -12.1% | +5.9% | -18.0% | -10.3% |
| 3M | +18.0% | -11.7% | +29.7% | +13.2% |
| 6M | +13.7% | -28.7% | +42.4% | +1.0% |
| YTD | +35.3% | -26.4% | +61.7% | +23.0% |
| All | +14.7% | -34.7% | +49.4% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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