+450.0%
SN vs GRMN
+155.8%
+294.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +3.4% |
| 7D | +1.5% | -0.9% | +2.4% | +2.0% |
| 30D | +21.5% | +1.2% | +20.3% | +20.6% |
| 3M | +20.0% | -8.9% | +29.0% | +25.8% |
| 6M | +119.9% | +23.0% | +96.9% | +92.7% |
| YTD | +102.3% | +41.2% | +61.1% | +62.6% |
| 1Y | +148.0% | +47.5% | +100.5% | +94.3% |
| 3Y | +450.0% | +155.8% | +294.3% | +239.3% |
| All | +450.0% | +155.8% | +294.2% | +239.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling