+338.9%
SU vs GRMN
+74.2%
+264.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.7% | -1.8% | +3.5% | +1.9% |
| 30D | +9.6% | -12.1% | +21.7% | +11.7% |
| 3M | +11.7% | +18.0% | -6.3% | +8.5% |
| 6M | +21.9% | +13.7% | +8.2% | +18.7% |
| YTD | +58.6% | +35.3% | +23.3% | +49.2% |
| 1Y | +66.5% | +17.2% | +49.3% | +60.4% |
| 3Y | +121.4% | +179.6% | -58.2% | +71.4% |
| All | +338.9% | +74.2% | +264.7% | +263.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling