+84.4%
GRMN vs SPXU
-86.1%
+170.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.7% | +3.4% |
| 7D | +2.4% | +2.5% | -0.1% | +3.3% |
| 30D | -8.5% | +4.2% | -12.6% | -7.0% |
| 3M | +19.5% | -9.3% | +28.7% | +16.2% |
| 6M | +21.2% | -30.7% | +51.9% | +9.0% |
| YTD | +41.0% | -28.1% | +69.2% | +29.3% |
| 1Y | +19.6% | -35.2% | +54.8% | +6.8% |
| 3Y | +183.8% | -79.9% | +263.7% | +91.9% |
| All | +84.4% | -86.1% | +170.6% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling