+28.9%
SYY vs GRMN
+190.9%
-162.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.2% | +0.6% |
| 7D | +3.9% | +2.4% | +1.5% | +3.7% |
| 30D | -1.7% | -8.5% | +6.7% | -0.9% |
| 3M | +5.2% | +19.5% | -14.3% | +2.8% |
| 6M | -0.2% | +21.2% | -21.4% | -2.6% |
| YTD | +15.4% | +41.0% | -25.7% | +11.0% |
| 1Y | +5.6% | +19.6% | -14.0% | +3.1% |
| 3Y | +28.9% | +183.8% | -154.9% | +18.9% |
| All | +28.9% | +190.9% | -162.1% | +18.9% |
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