+7,178.3%
STRL vs GRMN
+633.1%
+6,545.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.5% |
| 7D | +10.1% | +0.2% | +9.9% | +10.0% |
| 30D | -8.2% | -11.3% | +3.1% | -2.6% |
| 3M | -43.7% | +17.7% | -61.4% | -49.3% |
| 6M | +27.1% | +14.2% | +12.9% | +16.5% |
| YTD | +64.0% | +37.0% | +27.0% | +35.4% |
| 1Y | +75.2% | +17.0% | +58.2% | +56.5% |
| 3Y | +539.9% | +183.2% | +356.7% | +226.8% |
| 5Y | +2,133.0% | +77.3% | +2,055.7% | +1,386.4% |
| 10Y | +7,178.3% | +630.9% | +6,547.4% | +2,146.6% |
| All | +7,178.3% | +633.1% | +6,545.1% | +2,146.6% |
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