+2,043.6%
GRMN vs SPXU
-100.0%
+2,143.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | +0.1% |
| 7D | +0.2% | -1.5% | +1.7% | -0.3% |
| 30D | -11.3% | +3.7% | -15.0% | -10.2% |
| 3M | +17.7% | -9.6% | +27.3% | +14.6% |
| 6M | +14.2% | -32.4% | +46.5% | +2.5% |
| YTD | +37.0% | -28.7% | +65.7% | +25.9% |
| 1Y | +17.0% | -38.2% | +55.2% | +3.5% |
| 3Y | +183.2% | -80.4% | +263.6% | +92.9% |
| 5Y | +77.3% | -86.0% | +163.3% | +25.2% |
| 10Y | +630.9% | -99.5% | +730.4% | +147.9% |
| All | +2,043.6% | -100.0% | +2,143.6% | +168.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling