+182.7%
SW vs GRMN
+668.8%
-486.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.8% |
| 7D | +2.3% | +4.7% | -2.4% | +0.8% |
| 30D | +6.8% | +3.4% | +3.4% | +5.6% |
| 3M | -5.2% | -5.0% | -0.2% | -3.7% |
| 6M | +7.4% | +18.6% | -11.2% | +1.0% |
| YTD | +17.4% | +42.5% | -25.1% | +3.8% |
| 1Y | +27.1% | +42.3% | -15.2% | +12.4% |
| 3Y | +47.9% | +158.5% | -110.6% | +14.1% |
| 5Y | -2.6% | +123.6% | -126.1% | -24.1% |
| All | +182.7% | +668.8% | -486.1% | +82.0% |
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