+439.5%
SN vs GRMN
+188.2%
+251.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | +7.2% | +4.7% | +2.5% | +4.6% |
| 30D | +20.4% | +3.4% | +17.0% | +18.0% |
| 3M | +23.9% | -5.0% | +28.9% | +27.0% |
| 6M | +93.0% | +18.6% | +74.5% | +73.1% |
| YTD | +99.2% | +42.5% | +56.7% | +60.0% |
| 1Y | +142.6% | +42.3% | +100.3% | +95.0% |
| 3Y | +398.8% | +158.5% | +240.3% | +217.7% |
| All | +439.5% | +188.2% | +251.2% | +215.2% |
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