+265.2%
SU vs GRMN
+677.8%
-412.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.4% | -1.5% |
| 7D | +2.2% | +2.4% | -0.2% | +1.4% |
| 30D | +8.4% | -8.5% | +16.9% | +11.5% |
| 3M | +12.1% | +19.5% | -7.4% | +4.7% |
| 6M | +19.7% | +21.2% | -1.5% | +10.3% |
| YTD | +58.4% | +41.0% | +17.4% | +37.3% |
| 1Y | +67.2% | +19.6% | +47.6% | +53.1% |
| 3Y | +125.0% | +183.8% | -58.8% | +32.8% |
| 5Y | +355.1% | +83.0% | +272.0% | +232.8% |
| All | +265.2% | +677.8% | -412.6% | +42.4% |
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 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