+86.2%
SU vs GRMN
+40.7%
+45.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.5% | -11.0% | -3.9% |
| 7D | -7.1% | +6.1% | -13.2% | -6.5% |
| 30D | +4.8% | +1.3% | +3.5% | +5.1% |
| 3M | +12.5% | -5.6% | +18.1% | +12.6% |
| 6M | +6.5% | +22.2% | -15.7% | +8.5% |
| YTD | +65.8% | +44.3% | +21.5% | +67.3% |
| 1Y | +86.2% | +43.1% | +43.1% | +87.8% |
| All | +86.2% | +40.7% | +45.5% | +87.8% |
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