+5,240.8%
GRMN vs SUI
+1,602.0%
+3,638.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | -2.9% | -2.8% | 0.0% | -1.7% |
| 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% | +16.1% |
| YTD | +37.7% | -1.8% | +39.5% | +38.4% |
| 1Y | +18.5% | -4.1% | +22.6% | +20.0% |
| 3Y | +175.8% | +11.3% | +164.6% | +157.5% |
| 5Y | +75.1% | -32.1% | +107.2% | +97.5% |
| 10Y | +637.0% | +110.4% | +526.6% | +397.7% |
| All | +5,240.8% | +1,602.0% | +3,638.8% | +1,337.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling