+14.2%
STZ vs GRMN
+45.3%
-31.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +3.0% | +0.6% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +14.7% | +3.5% | +11.2% | +14.3% |
| 3M | +8.8% | -7.3% | +16.1% | +9.4% |
| 6M | +3.1% | +21.8% | -18.7% | +1.0% |
| YTD | +7.9% | +42.8% | -34.9% | +4.4% |
| 1Y | +14.2% | +46.5% | -32.3% | +9.4% |
| All | +14.2% | +45.3% | -31.1% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling