+432.7%
SN vs GRMN
+188.9%
+243.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -1.6% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | +16.6% | +3.5% | +13.1% | +14.4% |
| 3M | +18.3% | -7.3% | +25.6% | +22.8% |
| 6M | +103.1% | +21.8% | +81.3% | +79.5% |
| YTD | +96.7% | +42.8% | +53.9% | +57.8% |
| 1Y | +134.3% | +46.5% | +87.9% | +85.4% |
| 3Y | +425.2% | +158.3% | +266.9% | +234.6% |
| All | +432.7% | +188.9% | +243.8% | +210.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling