+111.5%
SYY vs GRMN
+646.1%
-534.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.5% | -1.8% | +3.3% | +2.1% |
| 30D | -2.3% | -12.1% | +9.8% | +1.9% |
| 3M | +5.5% | +18.0% | -12.5% | -1.2% |
| 6M | -1.0% | +13.7% | -14.7% | -6.3% |
| YTD | +14.1% | +35.3% | -21.2% | +1.1% |
| 1Y | +5.6% | +17.2% | -11.7% | -2.1% |
| 3Y | +27.9% | +179.6% | -151.7% | -23.9% |
| 5Y | +22.7% | +75.6% | -52.8% | -9.3% |
| All | +111.5% | +646.1% | -534.5% | -15.3% |
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 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