+631.8%
GRMN vs SUI
+108.4%
+523.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | -2.9% | -2.8% | 0.0% | -1.8% |
| 30D | -8.4% | -1.2% | -7.3% | -8.1% |
| 3M | +15.0% | -1.7% | +16.7% | +15.7% |
| 6M | +11.2% | -10.5% | +21.7% | +15.8% |
| YTD | +37.7% | -1.8% | +39.5% | +38.3% |
| 1Y | +18.5% | -4.1% | +22.6% | +19.9% |
| 3Y | +175.8% | +11.3% | +164.6% | +158.6% |
| 5Y | +75.1% | -32.1% | +107.2% | +95.5% |
| All | +631.8% | +108.4% | +523.4% | +513.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling