+67.2%
SU vs GRMN
+21.5%
+45.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.4% | 0.0% |
| 7D | +2.2% | +2.4% | -0.2% | +2.3% |
| 30D | +8.4% | -8.5% | +16.9% | +8.2% |
| 3M | +12.1% | +19.5% | -7.4% | +13.0% |
| 6M | +19.7% | +21.2% | -1.5% | +20.7% |
| YTD | +58.4% | +41.0% | +17.4% | +58.7% |
| 1Y | +67.2% | +19.6% | +47.6% | +68.3% |
| All | +67.2% | +21.5% | +45.7% | +68.3% |
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