+3,621.5%
STX vs GRMN
+628.0%
+2,993.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.8% | -1.5% |
| 7D | +9.6% | -1.4% | +11.0% | +10.3% |
| 30D | +10.6% | -13.1% | +23.7% | +17.9% |
| 3M | +4.8% | +14.9% | -10.1% | -3.3% |
| 6M | +137.3% | +13.1% | +124.1% | +120.8% |
| YTD | +222.5% | +35.3% | +187.2% | +173.6% |
| 1Y | +366.2% | +16.0% | +350.2% | +320.3% |
| 3Y | +1,352.9% | +179.6% | +1,173.3% | +653.0% |
| 5Y | +1,077.4% | +75.0% | +1,002.4% | +684.4% |
| 10Y | +3,621.5% | +644.1% | +2,977.4% | +930.2% |
| All | +3,621.5% | +628.0% | +2,993.5% | +930.2% |
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 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