+19.6%
SW vs GRMN
+176.7%
-157.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -5.1% | -2.9% | -2.2% | -3.8% |
| 30D | -4.6% | -8.4% | +3.9% | -0.8% |
| 3M | +9.4% | +15.0% | -5.6% | +1.4% |
| 6M | +3.5% | +11.2% | -7.7% | -2.8% |
| YTD | +22.0% | +37.7% | -15.7% | +2.9% |
| 1Y | +2.2% | +18.5% | -16.3% | -7.0% |
| All | +19.6% | +176.7% | -157.1% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling