+172.2%
GRMN vs SPXU
-79.4%
+251.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +0.6% |
| 7D | -1.8% | +6.4% | -8.2% | +0.3% |
| 30D | -12.1% | +5.9% | -18.0% | -10.2% |
| 3M | +18.0% | -11.7% | +29.7% | +13.5% |
| 6M | +13.7% | -28.7% | +42.4% | +2.6% |
| YTD | +35.3% | -26.4% | +61.7% | +24.3% |
| 1Y | +17.2% | -35.2% | +52.5% | +4.0% |
| All | +172.2% | -79.4% | +251.7% | +79.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling