+70.1%
SU vs GRMN
+18.2%
+51.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | +2.9% | -2.9% | +5.8% | +2.8% |
| 30D | +7.2% | -8.4% | +15.6% | +6.8% |
| 3M | +2.8% | +15.0% | -12.2% | +3.6% |
| 6M | +18.2% | +11.2% | +7.0% | +19.3% |
| YTD | +54.0% | +37.7% | +16.3% | +54.7% |
| 1Y | +70.1% | +18.5% | +51.6% | +74.2% |
| All | +70.1% | +18.2% | +51.9% | +74.2% |
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 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