+155.9%
NUE vs GRMN
+80.9%
+75.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.8% | -2.3% | +0.3% |
| 7D | -0.6% | +2.0% | -2.7% | -1.3% |
| 30D | -4.6% | -8.8% | +4.3% | -1.7% |
| 3M | -0.3% | +19.0% | -19.3% | -6.8% |
| 6M | +51.9% | +20.7% | +31.2% | +40.8% |
| YTD | +60.0% | +40.5% | +19.5% | +39.6% |
| 1Y | +82.9% | +19.1% | +63.8% | +68.7% |
| 3Y | +66.0% | +182.7% | -116.7% | -1.6% |
| All | +155.9% | +80.9% | +75.0% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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