+21.6%
SYY vs GRMN
+73.8%
-52.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.4% | +2.4% |
| 7D | -0.2% | -1.4% | +1.2% | 0.0% |
| 30D | -2.7% | -13.1% | +10.3% | -0.2% |
| 3M | +5.9% | +14.9% | -9.1% | +2.5% |
| 6M | -2.3% | +13.1% | -15.4% | -5.2% |
| YTD | +13.1% | +35.3% | -22.2% | +5.7% |
| 1Y | +3.8% | +16.0% | -12.2% | -0.2% |
| 3Y | +26.7% | +179.6% | -152.9% | -8.5% |
| All | +21.6% | +73.8% | -52.2% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling