+2,001.1%
SU vs GRMN
+6,536.9%
-4,535.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +2.0% |
| 7D | +1.6% | -1.4% | +3.0% | +2.0% |
| 30D | +10.7% | -13.1% | +23.8% | +15.0% |
| 3M | +13.5% | +14.9% | -1.4% | +8.4% |
| 6M | +21.8% | +13.1% | +8.7% | +16.2% |
| YTD | +58.8% | +35.3% | +23.6% | +43.5% |
| 1Y | +72.0% | +16.0% | +56.0% | +61.5% |
| 3Y | +121.7% | +179.6% | -57.9% | +55.9% |
| 5Y | +350.4% | +75.0% | +275.4% | +257.8% |
| 10Y | +264.7% | +644.1% | -379.4% | +93.3% |
| All | +2,001.1% | +6,536.9% | -4,535.9% | +589.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling